OCTOBER 2020
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Profiles

  • 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.

    READ ARTICLE
  • 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.

    READ ARTICLE
  • 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.

    READ ARTICLE
  • 5 minutes with…. Gayle Conway, Expert Pensions

    22 July 2020

    Fiona Bond spoke with Gayle Conway, managing director of the West Lothian-based firm about its development and its win at this year’s Professional Paraplanner Awards.

    READ ARTICLE
  • 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

    READ ARTICLE
  • 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.

    READ ARTICLE
  • 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...

    READ ARTICLE
  • 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

    READ ARTICLE
Do NOT follow this link or you will be banned from the site!