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  • 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...

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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...

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  • ISSUE #55

    June 2019

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

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  • ISSUE #54

    May 2019

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

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Latest Events

  • 2019 Technical Insight Seminars – Dates and Venues Announced – SIGN UP NOW

    Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events, we are looking to take the events out to even more paraplanners in 2019. The dates and locations are listed below. Some seminars were oversubscribed this year, so if you’d like to attend a venue...

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  • Technical Insight Seminar – 5 speaker take-aways

    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 they said. 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...

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  • The CISI Paraplanner Conference 2018 – Rise to the Challenge

    The Chartered Institute for Securities & Investment (CISI) is delighted to invite you to the 2018 Paraplanner Conference on 12-13 June 2018, leading with the theme – Rise to the Challenge. This year’s Paraplanner Conference programme, designed by the Paraplanner Interest Group Committee for paraplanners, focuses on the day-to-day paraplanning challenges you face and...

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  • 11x Tech Insight Seminars Confirmed for 2018 – SIGN UP NOW – NEW Regions!!

    We are delighted to announce that in 2018 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even more locations. Expanding on the success of the 2017 series, we are taking the event to six more locations across the UK. Last year we hosted over 200 paraplanners at five venues, we hope to reach...

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  • What paraplanners are saying about the Technical Insight Seminars

    Hear in this short video what paraplanners attending the 2017 Technical Insight Seminars thought of the day. Professional Paraplanner has scheduled 11 Technical Insight Seminars for 2018. Attendance is free for paraplanners. Our aim is to bring the events to more areas making it easier for paraplanners around the country to attend. Our speakers are keen to...

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  • Dates and Venues Confirmed for the Technical Insight Seminars 2017

    We are delighted to announce that in 2017 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even more locations. Expanding on the success of the 2016 series, we are taking the event to Edinburgh and Birmingham, along with our usual London, Bristol and Manchester venues. Our schedule for 2017 is now confirmed: 9th...

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  • 2017 Professional Paraplanner Technical Insight Schedule Announced

    We are delighted to announce that in 2017 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even more locations. Expanding on the success of the 2016 series, we are planning to take the event to Edinburgh and Birmingham, along with our usual London, Bristol and Manchester venues. To download the sponsor information...

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  • Limited places for Bristol Technical Insight Seminar 9th November

    9 November 2016

    With around 4 weeks to go before our Technical Insight Seminar Bristol at Aztec Hotel, Almondsbury, Bristol BS32 4TS, we just wanted to give the latest news on the event and information on the agenda. We have limited spaces available for paraplanners looking to attend. Click here to register. We believe this event is a must...

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PAST EVENTS

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.

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