NOVEMBER 2019
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Profiles

  • American dream: Ashley Wiltshire, owner of Wiltshire Paraplanning

    8 October 2019

    Ashley Wiltshire, owner of Wiltshire Paraplanning, tells Rob Kingsbury about how she set up and runs her outsourced paraplanning firm and her imminent move to the United States Ashley Wiltshire started her outsourced paraplanning firm, Wiltshire Paraplanning, in October 2013 and has built it into a profitable business of seven paraplanners and an office...

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  • Personal drive: Samantha Gratton, Old Mill

    29 August 2019

    Samantha Gratton, senior paraplanner at Old Mill, talked to Rob Kingsbury about how recent structural changes at the firm have improved her role and the benefits when paraplanners are empowered to be self-driven.

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  • Setting the Standard: Reece Edwards, Hampshire Hill Group

    29 August 2019

    Reece Edwards, the first person to pass The Paraplanner StandardTM from Standards International, talked to Fiona Bond about promoting the importance of paraplanning as a career and why firms need to throw their support behind paraplanners.

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  • Para-Sols’ Cheryl Lunn – Administrator of the Year 2019

    4 July 2019

    Cheryl Lunn, operations co-ordinator at Para-Sols, beat off a competitive field to win the Administrator of the Year award at the 2019 Professional Paraplanner Awards. Rob Kingsbury spoke to her about her role and what it means to have won the award. Cheryl Lunn had not worked in financial services before joining outsourced paraplanning...

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  • Taking the initiative

    4 July 2019

    New Paraplanner of the Year award winner Alana Quinn tells how since joining Murphy Wealth she has been encouraged to use her initiative and take responsibility for key projects within the firm alongside her paraplanning duties.

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  • From start-up to corporate

    28 June 2019

    Scott Daniels, director of the PLUS Group, talked to Rob Kingsbury about growing his outsourced paraplanning business to 47 people, the challenges involved and where he is taking the company from here.

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  • Venturing out: Kat Mock, Unity Paraplanning  

    6 June 2019

    Kat Mock talks to Rob Kingsbury about starting up her new outsourced business, Unity Paraplanning, and the challenges and practicalities involved Kat Mock had been mulling over whether or not to start an outsourced paraplanning business for some time before she made the commitment to do so. “I’d had plans in my head for...

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  • Career management

    26 April 2019

    Tom Lloyd-Read, head of Advice at Thomas Miller Investment, talks to Rob Kingsbury about the benefits of a centralised paraplanning approach and offers advice for paraplanners considering the move into management Tom Lloyd-Read, head of Advice at Thomas Miller Investment, manages a team of three paraplanners, who work with 13 financial advisers, called consultants...

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