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Interview: Being a paraplanning manager

2 September 2018

In this video, Martin Green, paraplanning manager at Chadney Bulgin, Chartered Financial Planning, talks about his role, what it entails, including being on the investment committee, the challenges and his ambitions both on a personal level and for the team.

You can read about the way the Chadney Bulgin paraplanning team manages a hybrid approach to paraplanning, mixing one-to-one paraplanning for the firm’s advisers who require it, with a pooled system, in the September 2018 issue of Professional Paraplanner.




Professional Paraplanner