November 2018
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Profiles

  • 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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  • Pushing the bar

    6 August 2018

    Cooper Parry Wealth Financial Planner Manager David Carroll tells Rob Kingsbury how the team has recently restructured to play to its strengths

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  • Business head: Sarika Dhanjal, Paraplanning Team Manager, Tenet

    29 June 2018

    Sarika Dhanjal, Paraplanning Team Manager at Tenet, tells Rob Kingsbury about her role, how the team operates and its new outsourced service As manager of the paraplanning team at Tenet, Sarika Dhanjal is not herself a paraplanner but rather, her role is one of business management, team development and the bigger picture. It’s a...

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  • Going solo: Rebecca Lucas, Lime Outsourced Paraplanning

    29 June 2018

    Rebecca Lucas talks to Rob Kingsbury about setting up her firm, Lime Outsourced Paraplanning, and the challenges she has faced over the past five years Rebecca Lucas has just celebrated the fifth anniversary of her outsourced paraplanning firm Lime Outsourced Paraplanning. Given that half of UK businesses fail within their first five years, reaching...

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  • The right mindset: Grahame Hopper, VWM Wealth

    28 June 2018

    Grahame Hopper, chartered financial planner at VWM Wealth, tells how taking time out to travel helped him to realise the job he wanted and scoop the PFS Paraplanner of the Year award Taking time out of his career path to travel around the world was possibly the best decision of his professional life to...

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  • Jonny Stubbs – LIFT-Financial

    9 March 2018

    Recruited to build the paraplanning team at LIFT-Financial, Jonny Stubbs talks about the role and lays out his first-year plan and vision for the team Jonny Stubbs joined LIFT-Financial, part of the LIFT-Financial Group, in January 2018 as head of Technical Support, with a brief to grow and develop the paraplanning team for the...

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