Judges for the Professional Paraplanner awards announced
3 May 2017
We are delighted to announce that the judges for the Paraplanner of the Year and the Paraplanner team of the Year awards this year will be three people who are keen advocates of paraplanning and to see it progress as a profession.
The awards themselves will be presented at the Grange St Pauls Hotel, following our Technical Insight Seminar on the 7th June.
There are very limited delegate places for the seminar itself – if you are interested in attending please email [email protected]
Rory Percival Training and Consultancy
Rory has worked for 20 years in financial advice firms, with 10 years at the regulator and has now set up his own training and consultancy firm.
In his time at the regulator, amongst many other things, he designed the FCA’s approach to assessing the suitability of investment advice, including creating the assessment tool, training and quality assurance and was the department’s sole technical specialist.
Prior to joining the regulator, he worked in financial advisory firms mainly in compliance, training and technical support roles. He has Chartered Financial Planner status with 460 CII credits.
You can read Rory’s views on paraplanners on his website here
Deputy Head of Financial Planning
Chartered Institute for Securities & Investment
Jacqueline, CFPTM Chartered FCSI was head of Adviser Training at the AIC and was previously director of Training and Education at the IFP. She has worked as a financial planner and paraplanner with Caulfield Cavells Financial Services. She was appointed as deputy head of Financial Planning at CISI in April 2016.
Chartered Financial Planner
BpH Wealth Management
John was the very first Professional Paraplanner cover star in our June 2014 issue. He is progressing towards becoming a full-time financial planner (see our article in the May issue of Professional Paraplanner
John is currently working 80% of the time as a financial planner and 20% as a paraplanner.
John is a Chartered Financial Planner, Associate of the Personal Finance Society, and an Accredited Paraplanner of the IFP/CISI.
Chair: Rob Kingsbury
Editor, Professional Paraplanner
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