Martin Green: Getting involved – Purely Paraplanning 2023

22 March 2023

Martin Green, Chartered Financial Planner at Fairstone and member of the PFS Paraplanner panel, outlines the plans for this year’s Purely Paraplanning event.

I’ve been proud to be part of the Personal Finance Society (PFS) Paraplanning Panel since the start, having input and helping to guide what the PFS delivers to support paraplanning practitioners.

I’ve seen first-hand how the PFS have supported Paraplanners around the country, with on-line events the ‘Paraplanning Lab’, LinkedIn group ‘PFS Paraplanner HQ’, representation at the biggest Financial Planning event of the year the ‘PFS Festival’, along with the Purely Paraplanning events dotted around the country with the focus aimed specifically on subject matters relating to you as paraplanners.

To put the Purely Paraplanning brand on the map, this year ‘2023’ I’m very proud to announce the Personal Finance Society with the support of the Paraplanning panel will be delivering, ‘the’ biggest and best National Purely Paraplanning event of 2023 on Wednesday 3rd May.

If you are a member of the Personal Financial Society then you don’t need to worry about dipping your hand in your pocket or even asking the business to pay to attend, as entry is part of your annual membership. If you’re not a member, then that’s not a problem, you can still attend if it’s your first time at a PFS event. Alternatively, you may want to join the PFS membership, which brings a lot of extra benefits as described above and more.

Where is this amazing Purely Paraplanning event to be held I hear you ask! Well to ensure easy access from North to South and East to West, central Manchester has been chosen as the preferred location. More specifically Hilton Manchester Deansgate hotel, a short walk from Deansgate Railway Station or a 30 minute train ride from Manchester Airport, the choice is yours.

You will have plenty of time in the morning to get there so no need to rush or pay for accommodation, proceedings are not expected to start until at least 10/10:30am. So grab yourself a warm or cold drink upon arrival and start the day with a spring in your step.

I’m not going to give too much away at this stage; however, expect a little bit of coaching to help with those difficult conversations, whether that be with your colleagues or clients. Also, who wants to be empowered to achieve more, I’m sure most of you do, so come along and get involved.

As with all the Purely Paraplanning events you will get the chance throughout the day to mingle with other professional paraplanners, sharing lots of good practice. This is going to be your biggest opportunity to be part of the largest paraplanning gathering of the year where Paraplanners across the entire UK get together under one roof, enabling you to widen your support network and learn from others.

Once the day has ended at 4:30pm I know you will all probably want to rush off and get back to the office to tell all your colleagues about how much you’ve learnt. If though you can stay for a drink afterwards you are more than welcome and there might even be an opportunity for you to win a prize if you are lucky enough for your name to be randomly drawn at the end.

As time moves closer to the 3rd May more information will be released around topics and speakers. I strongly suggest you join the ‘PFS Paraplanner HQ’ LinkedIn group to keep up to date. What are you waiting for, join us today.

We look forward to welcoming as many paraplanners as possible, so we can all expand our paraplanning community and learn & develop together.

Professional Paraplanner