July/Aug 2019
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

SEARCH
PROFESSIONAL PARAPLANNER

FOLLOW AND SHARE

LATEST

CATEGORIES

MOST VIEWED

ALL LATEST

 

ALL LATEST

LATEST PROFILES

 

MOST VIEWED PROFILES

  • Nathan Fryer – Plan Works

    Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation.  Nathan...

  • Martin Vaughan

    Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to...

  • Martin Green – Chadney Bulgin

    Martin Green has two paraplanning awards under his belt and says he intends to use them to help promote paraplanning...

ALL PROFILES

 

ALL PROFILES

LATEST DEVELOPMENT

DEVELOPMENT CATEGORIES

MOST VIEWED DEVELOPMENT

ALL DEVELOPMENT

 

ALL DEVELOPMENT

LATEST JOBS

JOBS FILTER

MOST VIEWED JOBS

ALL JOBS

 

ALL JOBS

LATEST MAGAZINE EDITIONS

  • ISSUE #56

    July/Aug 2019

    Welcome to the AWARDS 2019 issue of Professional Paraplanner 15-pages of Awards coverage including interviews with the winners of...

    VIEW ONLINE
    SUBSCRIBE

  • ISSUE #55

    June 2019

    In the June 2019 issue of Professional Paraplanner: Paraplanner Profile Scott Daniels, director of the PLUS Group, has grown...

    VIEW ONLINE
    SUBSCRIBE

  • ISSUE #54

    May 2019

    In your May issue of Professional Paraplanner: Kat Mock talks to Rob Kingsbury about starting up her new outsourced...

    VIEW ONLINE
    SUBSCRIBE

LATEST EVENTS

 

PAST EVENTS

ALL EVENTS

 

ALL EVENTS

Latest - COMMUNITY

  • Technical Insight Seminar SPEAKER – Edward Bateman, FE Analytics

    18 August 2019

    This September to November we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We are delighted that Edward Bateman and his colleagues from FE will be presenting on ways to better and more efficiently use FE analytics at selected...

    READ ARTICLE

  • Technical Insight Seminar SPEAKER – Paul Squirrell, FundsNetwork

    11 August 2019

    This autumn – September to November – we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We are delighted that Paul Squirrell and his colleagues from FundsNetwork will be presenting on pension regulation and tax at the events. The...

    READ ARTICLE

  • Attitude Financial Services launches LGBTQ-friendly advice proposition

    5 August 2019

    Attitude Financial Services has launched a new advice proposition which aims to provide the LGBTQ community with financial advice. Darren Styles owner of British gay lifestyle magazine Attitude has partnered with managing director Dawn Gale and financial planner and director Ian Meekins from financial advisory firm Blueprint South West to create the firm. Attitude...

    READ ARTICLE

  • Technical Insight Seminars – Scotland

    3 August 2019

    In September we will be running back-to-back Technical Insight Seminars in Scotland. The first of the Scottish events takes place in Glasgow on Wed 18 September, immediately followed by the seminar in Edinburgh on Thurs 19 September. The seminars are paraplanner-only events and free for paraplanners to attend. The seminars will cover areas such...

    READ ARTICLE

  • Hear from Rory Percival at this autumn’s Technical Insight Seminars

    31 July 2019

    This autumn – September to November – we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We will be joined once again at selected venues by ex-regulator Rory Percival. Hear what Rory will be talking about in his session.  The seminars...

    READ ARTICLE

  • Join us at one of our autumn Technical Insight Seminars

    30 July 2019

    This autumn we will be taking the Technical Insight Seminars to paraplanners from Bristol to Scotland. New venues we will be visiting from September to November are: Glasgow 18/9, Leeds 2/10 and Reading 23/10. The seminars are paraplanner-only events and free for to attend. This year’s seminars are covering areas such as Capacity for...

    READ ARTICLE

  • Art of Finance opens intakes for October paraplanning and compliance courses

    22 July 2019

    Cathi Harrison’s Art of Finance, a training solution for firms looking to upskill members of their team who want to further develop their career in financial services, has opened for enrolment in its autumn paraplanning and compliance courses. Art of Finance courses offer professional training for firms wanting to develop staff with succession planning...

    READ ARTICLE

  • Investing in Women Code launched

    18 July 2019

    The Investing in Women Code, a new government-backed initiative to propel female-led business has been launched. Major banks and venture capital firms have signalled their support, including Royal Bank of Scotland, Barclays, Lloyds Banking Group, Santander, TSB, Metro Bank, the Co-operative Bank and Bank of Ireland UK have today all signed up to the...

    READ ARTICLE

CATEGORIES

Featured Videos

  • Partner Content

    The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world. Capital at risk.

  • Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience

    South, South West England, Wales

    Salary is Dependent on experience

    Magenta is an award-winning financial planning firm based in Bridgend, South Wales, and we are looking for another experienced Paraplanner to join our team – to deliver Planning with Passion to our clients.

    Visit the jobs section for more information.


  • We asked five of our presenters what they would most like paraplanners to take away from their sessions at the Technical Insight Seminars 2018. Here’s what Rory Percival had to say about his very popular session.

    The Technical Insight Seminars are being hosted around the country at 11 venues. There are still places at some venues so if you’d like to join over 700 of your fellow paraplanners who have registered to attend, Email info@researchinfinance.co.uk for more info.

    To move through our carousel of videos and podcasts just click on the squares below.

  • In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the qualities she feels are needed for anyone looking to set up an outsourced paraplanning business.

    To move through our carousel of videos and podcasts just click on the squares below.

  • In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

    To move through our carousel of videos and podcasts just click on the squares below.

  • Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

    To move through our carousel of videos and podcasts just click on the squares below.

  • Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
    Attendance is free for paraplanners.

    If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

    We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

    To move through our carousel of videos and podcasts just click on the squares below.

  • For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.  

    To move through our carousel of videos and podcasts just click on the squares below.

  • Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

    Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

    To move through our carousel of videos and podcasts just click on the squares below.

  • Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

    To move through our carousel of videos and podcasts just click on the squares below.

Latest Tweets

FOLLOW US ON TWITTER