Professional Paraplanner is delighted to announce Future Adviser our new event for paraplanners, taking place on 1 October 2025.
This is first in an intended series of events aimed at helping paraplanners who want to become financial advisers/planners or who want simply to know more about how to make the transition, with a full-on day of insights, guidance and advice from a range of expert speakers.
While Paraplanning is firmly established as a career in its own right within financial planning, Professional Paraplanner’s research shows that a significant percentage of paraplanners have either set their sights on becoming a financial planner or want to know more about how to transition into the role.
We have brought together a fantastic group of presenters to cover key aspects of making the change including:
• hearing from paraplanners who have made the leap
• insights into speaking with confidence
• using listening techniques to help truly understand clients
• building a client bank from scratch
• what you need to do beyond having the exams to help attract clients to you.
There will also be a peer-to-peer session where we will tackle some of the issues you may be experiencing.
See below for the agenda and more on our expert speakers.
Huge thanks go to Fidelity Adviser Solutions for sponsoring the event and hosting it in their London offices.
Fidelity has long been a significant supporter of the paraplanning community, speaking at the Professional Paraplanner Technical Insight Seminars, contributing to the website, presenting webinars and hosting our bi-annual Team Leader Seminars.
Talking to Professional Paraplanner about hosting the event, Martin Rooks, Head of Advisory and MNC Marketing, said: “Fidelity is delighted to further support the paraplanning community by giving paraplanners who want to become financial planners the opportunity to attend an event aimed specifically at them and their needs. The financial planner community has an aging demographic and it is vitally important that we encourage new talent into the industry to become financial planners, as well as continuing to support paraplanners in the essential work that they do. We are very much looking forward to hosting the Future Adviser Seminar on 1 October.”
How to register: The inaugural Seminar is now on a wait list but if you are interested in attending a Future Adviser Seminar in coming months, please do register to be on the priority booking list.
The Agenda
Our speakers (in order of presenting on the day):
Tony Fields – Founder of pH7 Performance
Paraplanner Team Leaders will know Tony from our bi-annual Team Leader Seminars where he is a popular speaker.
Tony is a former Chartered Financial Planner turned award winning performance coach. Tony works with the top 1%, who want to unlock their potential, without sacrificing presence at home. In 2024, he was named Best Business Life Coach in the UK and is now a sought-after speaker at major industry events, including being one of the standout speakers at the 2024 PFS National Conference.
Tony’s talks challenge the traditional high-performance playbook. He blends sharp industry insight with proven mindset and wellbeing strategies that help financial professionals lead with clarity, stay calm under pressure, and thrive in all areas of life.
Outside of work, Tony is a hands-on dad of four, football coach to two of his son’s teams, and loyal servant to the family dog, Bumble.
Rory Albon – Financial planner and Founder Albon Financial Planning
“Rory is the founder and managing director of Albon Financial Planning. After nearly ten years at Amazon, including roles in both Fulfilment Centres and Head Office, he transitioned into financial planning. Along the way he has earned the DipPFS and Cert CII (MP & ER) qualifications and was recently named a Top-Rated Adviser on VouchedFor. He lives in Hertfordshire with his wife and two young sons, and when not planning finances is usually on the pitch playing hockey for Letchworth Hockey Club.
Nick Bird – MSB Executive
Nick brings a wealth of practical knowledge from his nearly 30 years in financial services. A regular presenter on the industry circuit, he speaks on a range of investment areas in which he has held senior sales positions. His recent work in private markets, covering venture capital and infrastructure investing, has led him to present on complex tax matters, with a specialism in IHT. He knows what it is like to present to rooms large and small, to engage an audience and importantly drive action from them.
As a coach Nick understands the power of great communication, not just to educate but inspire and motivate. He is well known for making the complex simple and bringing stories to life with humour and authenticity. Nick passionately believes that everyone can be a great speaker with the right coaching and loves developing people to be the best version of themselves.
Guy Skinner, Founder, Citygate Financial Planning
I am a dad to two, husband to one and an adviser to many. I am passionate about helping business owners as they exit their business. I help owners find out what their “number” needs to be so they can enjoy a successful transition to the next stage of life. I am also keen to support wider society with the amazing thing that is “having a plan!”
I started Citygate Financial Planning in 2015 and work primarily as the new business adviser, but also as the company director and employee benefits consultant. I have 18 years of experience advising clients on how to find financial freedom.
My passion for helping people get more out of life comes from first-hand experience of the death or my dad and the power of good financial plan.
Jay Dhaliwal – Chartered Financial Planner
Jay Dhaliwal is a Chartered Financial Planner, specialising in providing bespoke financial advice to medical professionals. With a deep understanding of the unique financial challenges faced by those in the healthcare sector, Jay offers tailored solutions that support long-term financial wellbeing, from wealth management and retirement planning to protection and tax efficiency.
She is a local School Governor, a Personal Finance Society (PFS) Education Champion, and a member of the PFS financial planning practitioner panel, being one of only 12 financial advisers across the UK selected to sit on the panel.
Jay was crowned the ‘Young Achiever of the Year’ winner at the Professional Adviser Awards in 2023. In 2024, she was named as one of the ‘PAM NextGen Leaders’, and she is currently a finalist for the ‘Financial Adviser of the Year for the Midlands and East Anglia’ category at the Women in Financial Advice Awards 2025.
Outside of work, her main passions are keeping fit by weight training at the gym and travelling the world – she’s travelled to 34 countries so far.
Becca Timmins, Consultant, Coach and Facilitator at When We Think
Becca has had a long career in financial planning, as a Paraplanner, in various leadership roles, and latterly as Operations Director for Emery Little Wealth Management. She now works with business owners and leaders, Financial Planners and their teams, supporting them to uncover and realise their own potential and that of their clients. Her work is grounded in the Thinking Environment™, focusing on creating respectful, trusting relationships, deepening listening skills and asking better questions to support great thinking and ultimately, great outcomes.
Becca’s experience of coaching and training leaders and their teams has culminated in the launch of Unlocking Excellence, a skills based training course specifically for Financial Planners wishing to deepen relationships with their clients, offer greater value, and simply do things better.
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