Professional Paraplanner | Profiles

Profiles

Research focus: AKG

6 January 2020

Editor Rob Kingsbury spoke to Guy Vanner, managing director, AKG, about the firm, what it does and how it can make paraplanners' lives easier
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Research focus: Interview with Zahid Bilgrami, CEO, Defaqto

2 December 2019

Rob Kingsbury spoke to Zahid Bilgrami, chief executive of Defaqto about the ethos of the company and what it offers paraplanners to help provide better outcomes for their clients.
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Jonny Stubbs, head of Technical Support, LIFT-Financial Group

28 November 2019

In March 2018 Jonny Stubbs had just taken on the role of head of Technical Support at the LIFT-Financial Group, tasked with growing and developing the in-house paraplanning team. So how has the role developed and has he achieved what he wanted to?
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Farida Hassanali, financial planner, Paradigm Norton

28 November 2019

Farida was profiled in our September 2016 issue. When we caught up with her for the current issue, she was 15 days into a new role at financial planning firm Paradigm Norton.
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Matt Harrison, paraplanning manager, The RU Group

28 November 2019

When we interviewed Matt Harrison for our October 2016 issue, he was a paraplanner working one-to-one with an adviser at Brown Shipley. Fast forward three years and he is now the Paraplanning Manager at The RU Group
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Take your opportunities: Siân Davies Cole, head of Paraplanning, Aspirations

24 November 2019

Siân Davies Cole, head of paraplanning at Aspirations, talks to Rob Kingsbury about what she believes it takes to run a paraplanning team and how she had to adapt her plans to grasp her dream role when it arose
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American dream: Ashley Wiltshire, owner of Wiltshire Paraplanning

8 October 2019

Ashley Wiltshire, owner of Wiltshire Paraplanning, tells Rob Kingsbury about how she set up and runs her outsourced paraplanning firm and her imminent move to the United States Ashley Wiltshire started her outsourced paraplanning firm, Wiltshire Paraplanning, in October 2013 and has built it into a profitable business of seven paraplanners and an office...
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Personal drive: Samantha Gratton, Old Mill

29 August 2019

Samantha Gratton, senior paraplanner at Old Mill, talked to Rob Kingsbury about how recent structural changes at the firm have improved her role and the benefits when paraplanners are empowered to be self-driven.
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Featured Videos

In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the qualities she feels are needed for anyone looking to set up an outsourced paraplanning business.

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We asked five of our presenters what they would most like paraplanners to take away from their sessions at the Technical Insight Seminars 2018. Here’s what Rory Percival had to say about his very popular session.

The Technical Insight Seminars are being hosted around the country at 11 venues. There are still places at some venues so if you’d like to join over 700 of your fellow paraplanners who have registered to attend, Email [email protected] for more info.

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Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

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Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
Attendance is free for paraplanners.

If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

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Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

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