New PFS Paraplanner Panel member: Catherine Esland

7 July 2021

Following the appointment of the Personal Finance Society (PFS) Paraplanner Panel of three new members – Lyndsey Fraser, Catherine Esland and Sasha Wakefield – this week we hear from each of the new panel members about themselves, their views on paraplanning and what they want to achieve by joining the panel.

The full PFS Paraplanner panel now consists of: Caroline Stuart, Sparrow Paraplanning; Martin Green, Chadney Bulgin Financial Planning; Alan Gow, Argonaut Paraplanning; Rebecca Tuck, Paradigm Norton; Lyndsey Fraser, Rathbones Financial Planning; Catherine Esland, Succession Wealth; Sasha Wakefield.

You can find the appointment story and the views of Lyndsey Fraser here.

Today we hear from Catherine Esland MA(Oxon) FPFS – Senior Paraplanner, Succession Wealth.

I am a Chartered Financial Planner and Fellow of the PFS and have worked in Financial Services for over 20 years. Over the years I have worked as an administrator, paraplanner (both employed and self-employed) and spent five years as a Financial Planner.

Having decided that the technical side of planning was where I felt most at home, I moved back into Paraplanning in 2016. I currently work remotely as a senior paraplanner for the national financial planning firm, Succession Wealth.

Why join the panel?

I love the variety, challenge, and sheer diversity of paraplanning, and am very enthusiastic about both our profession and its potential.  The willingness of others to share their experiences and knowledge is one of the many fantastic aspects of paraplanning. I felt that if I could be of help, as I have had help from others over the years, that could potentially be very rewarding.

What do you bring to the panel?

Having a long background in financial services and having worked in a range of job roles over the years, I hope that I have a wide range of experiences and skills which I can bring to the panel. Hopefully I can play a small part in ensuring paraplanning remains an interesting and rewarding career for both those that currently work in the profession and those considering it as a future career.

What do you see as the role of the panel?

Paraplanning has developed so much since its origins and historically there was very little in the way of events or specific support for paraplanners, with most content was very much aimed at advisers.  The work of the PFS Paraplanner panel team over the last five years (alongside other initiatives such as the Paraplanner Assembly) has been invigorating. It is great to see the events and strategies organised give a voice, and a community, to Paraplanning and it is fantastic that the PFS as a professional body is able to support its paraplanner members in this way.


Professional Paraplanner