JULY/AUGUST 2020
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Profiles

  • A good year: Alistair Cartwright, Clarion Wealth Planning

    2 July 2020

    Rob Kingsbury talks to Alistair Cartwright, winner of this year’s Paraplanner of the Year (in-house) award, about being promoted, his views on paraplanning and studying beyond the usual qualifications

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  • Paraplanner Team of the Year profile: Para-Sols

    2 July 2020

    Editor Rob Kingsbury spoke to Jo Campbell, director of outsourced paraplanning firm Para-Sols, about the firm's win at the Professional Paraplanner Awards 2020.

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  • Common sense investing

    30 June 2020

    Gary Potter and Rob Burdett of the BMO multi-manager team have been managing funds together for 23 years. Their longevity and success in the market, they say, is down to a common sense, independent and truly whole-of-market approach. Rob Kingsbury spoke to them about their investment ethos. This article was first published in the...

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  • A bold move – Katherine Harvey, Russell Gibson

    1 June 2020

    Katherine Harvey, client services director, Russell Gibson had a novel means of winning her role at interview, particularly as it didn’t exist at the time, she tells Rob Kingsbury

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  • Writing on the wall

    5 May 2020

    Tony Slimmings, Managing Director, Paraplanning Hub talks to Rob Kingsbury about establishing his paraplanning businesses and why he thinks the days of the solo freelance outsourced paraplanner are numbered

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  • Tireless approach – Kimberley Tyson senior paraplanner, Telford Mann

    15 April 2020

    Kimberley Tyson senior paraplanner at Telford Mann in Kettering recently received an award for her exam achievements, reflecting a career progression that started when she joined the firm five years ago.

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  • Administrator to partner: Luan Mahoney, Chadney Bulgin

    17 March 2020

    Luan Mahoney tells Rob Kingsbury how she progressed her career from mortgage administrator to head of Operations and a partner with Chadney Bulgin, and why she likes to stay hands-on in her day-to-day role.

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  • Becoming a specialist – Benjamin Fabi, Principled Paraplanning

    10 February 2020

    Benjamin Fabi talked to Rob Kingsbury about the first two years of running his outsourced paraplanning firm Principled Paraplanning, his ethos and why he has specialised. First published in the February 2020 issue of Professional Paraplanner. Benjamin Fabi founded his outsourced firm, Principled Paraplanning, in January 2018, opening doors to clients in March of...

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