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Judges of Professional Paraplanner Awards 2019

21 May 2019

This year we have increased the number of Professional Paraplanner Awards, introducing three new categories in order to give more paraplanners, as well as administrators, the opportunity to enter an award.

The 2019 Awards are:

Paraplanner of the Year – In-house

Paraplanner of the Year – Outsourced

Paraplanner Team of the Year

New Paraplanner of the Year

Administrator of the Year

Personality of the Year

Introducing new awards has meant we have increased the number of judges from four to six. This year’s judges are:

Jacqueline Lockie, Head of Financial Planning, CISI

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 and was appointed as deputy head of Financial Planning at CISI in April 2016 and head of Financial Planning in July 2017.

Patrick Ingram, Head of Strategic Partnerships, Parmenion

Patrick joined Parmenion in 2009. He has experience of private client discretionary management and wealth management consolidation, in a number of AIM quoted companies. He was previously CEO of Rowan & Co and Finance Director of Seymour Pierce Group plc. Patrick graduated with degree in History from Oxford University in 1981, trained as a Chartered Accountant with KPMG, and holds the ASIP investment research qualification.

John Redmond, Financial Planner, BpH Wealth Management

The first Professional Paraplanner cover star – June 2014 issue – John has moved from full-time paraplanner to financial planner. He still undertakes some paraplanning work for the business. John is a Chartered Financial Planner, Associate of the Personal Finance Society, and an Accredited Paraplanner of the IFP/CISI. He has been a judge of these awards for three years.

Caroline Stuart, Head of Technical Solutions, DB Wood, and Member Director of the PFS Board

Caroline has been a paraplanner for 15 years and is a Chartered Financial Planner and Fellow of the Personal Finance Society. Earlier this year she was appointed as a Member Director of the Personal Finance Society Board of Directors. An active member of the paraplanning profession and community, she is a member of the Personal Finance Society Paraplanner Practitioner Panel and part of the Paraplanners Powwow.

Martin Green, Paraplanning Manager, Chadney Bulgin and member of the PFS Paraplanner Practitioner Panel

Martin joined Chadney Bulgin in 2006 as a paraplanner and has progressed his career to become Paraplanner Manager for the firm. He is an active member of the paraplanning community, notably as a member of the PFS Paraplanner Practitioner Panel, chairing PFS Purely Paraplanning conferences and helping to run the Powwows down South.

Rob Kingsbury, Editor, Professional Paraplanner

Rob has been an editor of financial services and business publications for over 20 years and has been writing on financial advice issues since 2001. He has been editor of Professional Paraplanner since launch in 2014.

 

 

Keep an eye on our website for this year’s Awards shortlists.

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