DECEMBER 2020
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Profiles

  • Aishling Costello, Fidelius Group

    26 November 2020

    Getting involved, asking questions and stepping outside her comfort zone is the way Aishling Costello, paraplanner with Fidelius Group, has progressed her knowledge and experience, she tells Rob Kingsbury If there is one piece of advice Aishling Costello, paraplanner with Fidelius, would give someone starting in paraplanning it is: “Get involved as much as...

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  • Where are they now? Blake Ellis

    26 November 2020

    Rob Kingsbury caught up with Blake Ellis, PP cover star in October 2018 and now director and technical paraplanner at outsourced firm Prudent Paraplanning Prudent Paraplanning celebrated its first anniversary on 6 November 2020. “I’m very glad that I set up the company ahead of the Coronavirus crisis and Lockdown, says director Blake Ellis....

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  • 5 minutes with… Anthony Rafferty, Managing Director, Origo

    11 November 2020

    Origo has just announced it will be launching a Letter of Authority service, which digitises and automates the process for advice firms and providers. We spoke to Managing Director Anthony Rafferty about the service and what else the FinTech offers that can make paraplanners’ lives easier

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  • Kim Bendall – Go Paraplanning

    29 October 2020

    Kim Bendall’s new company offers paraplanning, practice management, training and consultancy, she tells Rob Kingsbury

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  • 5 minutes with… Billy Burnside, managing director, Criterion

    27 October 2020

    How do Criterion’s services affect paraplanners? Facilitating hundreds of millions of life, investment, and pension transactions every year, probably more than most realise. Billy Burnside managing director, Criterion, explains what the organisation does and its ambitions following independence

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  • Growth plan: Nathan Fryer and Siân Davies Cole, Plan Works

    25 September 2020

    In early September 2020, outsourced paraplanning firm Plan Works relaunched following founder Nathan Fryer being joined by experienced paraplanner Siân Davies Cole. Rob Kingsbury spoke to them about partnering up, what they will be offering financial planning businesses and their plans to grow the business over the next few years.

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  • 5 minutes with… Steve Bailey, director, ATEB

    12 September 2020

    Rob Kingsbury spoke to Steve Bailey, director, ATEB. about the compliance consultancy,  good compliance practice, tips for FCA visits and the firm’s work for the FCA on Section 166 reviews.

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  • Business focus: Jackie Boylan, Head of FundsNetwork

    11 September 2020

    This year FundsNetwork celebrates its 20th anniversary. Rob Kingsbury spoke to Jackie Boylan, Head of FundsNetwork, about the milestone, her career, diversity in financial services, and developments with the platform.

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