March 2019
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Profiles

  • 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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  • 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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