In this issue’s profile Mandy Kemp, director of paraplanning at Tilney Bestinvest, talks about the challenges presented by managing a team of 20 paraplanners dotted around the country and how she looks to instill best practice in the team.
Cathi Harrison, recently elected board member of the Personal Finance Society, writes for us on what the trade body is looking to deliver for paraplanners over the next year and how the recently formed Paraplanner Practitioner panel fits in.
While Sam Rees-Adams from the IFP writes on how to deal with conflicts of opinion with your adviser/planner.