July/Aug 2019
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Profiles

  • 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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  • Paraplanning pathway

    29 March 2019

    Para-Sols’ first graduate recruit, Grant Callaghan is now the firm’s head of paraplanning. Rob Kingsbury spoke to him about his views on paraplanning and his journey so far To be a paraplanner, says Grant Callaghan, head of paraplanning at outsourced paraplanning firm Para-Sols, you need to be the kind of person who likes writing...

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  • Self-employed to business owner

    31 January 2019

    Peter Mason, director of PJM Paraplanning and Consultancy Services, talked to Rob Kingsbury about his paraplanning journey, including transitioning into his own outsourced company and pension transfer specialist work Peter Mason had been working in financial services for 26 years before he set up his own company, Birmingham-based PJM Paraplanning in April 2017. It...

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  • On the right course

    31 January 2019

    Jade Mountford, chartered paraplanner with Mazars Financial Planning scooped the PFS Paraplanner of the Year 2018 award. She talked to Rob Kingsbury about what that entailed and how she has been encouraged to step out of her comfort zone Winner of this year’s PFS Paraplanner of the Year award Jade Mountford, chartered paraplanner with...

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