May 2019
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Profiles

  • 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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  • New way of working – Cooper Parry Wealth

    31 January 2019

    Rob Kingsbury spoke to Chetan Ravalia , paraplanning manager, and Codie Smith, paraplanner at Cooper Parry Wealth, about where their roles fit in the firm’s new operational structure, and their approach to paraplanning, including the onboarding of a new client. In the July issue of Professional Paraplanner I talked to David Carroll, financial planner manager...

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  • Rebecca Tuck – Stepping out

    30 October 2018

    Rebecca Tuck, paraplanner with Magenta Financial Planning, is this year’s CISI Paraplanner of the Year. She spoke to Rob Kingsbury about why she entered the award and how her role at Magenta Financial Planning has evolved since the firm launched two years ago The first question for Rebecca is why she entered the CISI...

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  • Blake Ellis – Cashflow is King

    30 October 2018

    Blake Ellis, paraplanner for Simpson Financial Services, talked to Rob Kingsbury about why he feels cash flow modelling is core to all clients’ plans and the benefits of being the sole paraplanner in a small firm. For Blake Ellis, paraplanner with Leamington Spa-based Simpson Financial Services, cashflow modelling is key to delivering a great...

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  • Chadney Bulgin – Hybrid approach

    30 October 2018

    The paraplanning team at Hampshire-based Chartered Financial Planning firm Chadney Bulgin, combines two ways of working, offering the firm’s advisers the option of one-to-one paraplanning support or a pooled service. This is a team of eight. Martin Green, the paraplanning manager, heads up the unit, and there are six female paraplanners, including the deputy...

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