Professional Paraplanner | Profiles

Profiles

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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Setting the Standard: Reece Edwards, Hampshire Hill Group

29 August 2019

Reece Edwards, the first person to pass The Paraplanner StandardTM from Standards International, talked to Fiona Bond about promoting the importance of paraplanning as a career and why firms need to throw their support behind paraplanners.
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Para-Sols’ Cheryl Lunn – Administrator of the Year 2019

4 July 2019

Cheryl Lunn, operations co-ordinator at Para-Sols, beat off a competitive field to win the Administrator of the Year award at the 2019 Professional Paraplanner Awards. Rob Kingsbury spoke to her about her role and what it means to have won the award. Cheryl Lunn had not worked in financial services before joining outsourced paraplanning...
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Taking the initiative

4 July 2019

New Paraplanner of the Year award winner Alana Quinn tells how since joining Murphy Wealth she has been encouraged to use her initiative and take responsibility for key projects within the firm alongside her paraplanning duties.
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From start-up to corporate

28 June 2019

Scott Daniels, director of the PLUS Group, talked to Rob Kingsbury about growing his outsourced paraplanning business to 47 people, the challenges involved and where he is taking the company from here.
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Venturing out: Kat Mock, Unity Paraplanning

6 June 2019

Kat Mock talks to Rob Kingsbury about starting up her new outsourced business, Unity Paraplanning, and the challenges and practicalities involved Kat Mock had been mulling over whether or not to start an outsourced paraplanning business for some time before she made the commitment to do so. “I’d had plans in my head for...
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Career management – Tom Lloyd-Read, Thomas Miller Investment

26 April 2019

Tom Lloyd-Read, head of Advice at Thomas Miller Investment, talks to Rob Kingsbury about the benefits of a centralised paraplanning approach and offers advice for paraplanners considering the move into management Tom Lloyd-Read, head of Advice at Thomas Miller Investment, manages a team of three paraplanners, who work with 13 financial advisers, called consultants...
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Paraplanning pathway – Grant Callaghan, Para-Sols

29 March 2019

Para-Sols’ first graduate recruit, Grant Callaghan is now the firm’s head of paraplanning. Rob Kingsbury spoke to him about his views on paraplanning and his journey so far To be a paraplanner, says Grant Callaghan, head of paraplanning at outsourced paraplanning firm Para-Sols, you need to be the kind of person who likes writing...
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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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