Professional Paraplanner | Profiles

Profiles

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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Elsa Ordonez Garcia – Mazars

14 February 2018

Paraplanners have the power and ability to shape and develop the paraplanning profession, Elsa Ordonez Garcia tells Rob Kingsbury Elsa Ordonez Garcia has a vision for the paraplanning profession. “My dream is that one day there will be a little boy or girl out there who says: ‘When I grow up I want to...
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Kirsty Stone – Dart Capital

22 January 2018

Rob Kingsbury talked to this year’s CISI Paraplanner of the Year, Kirsty Stone, about being a Law graduate, her work with Citizens Advice Bureau and becoming senior paraplanner at Dart Capital Kirsty Stone, senior paraplanner with City of London-based Dart Capital scooped this year’s Chartered Institute for Securities & Investment (CISI) Paraplanner of the...
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Keith Boyes – St James’ Place

21 November 2017

Keith Boyes, paraplanner with St James’s Place, talked to Rob Kingsbury about moving from Edinburgh to Hong Kong, the ex-pat lifestyle and what it’s like to be a paraplanner abroad For Keith Boyes, Chartered Financial Planner and paraplanner with St James’s Place Wealth Management in Hong Kong, the decision to leave his paraplanning job...
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Caroline Stuart – Technical Solutions

14 September 2017

Caroline Stuart tells Rob Kingsbury what her role as head of Technical Solutions at DB Wood entails, how she thinks paraplanning will progress as a profession, and why she is hosting this year’s national Paraplanners’ Powwow Attendees of the national Paraplanners’ Powwow in September will find it has a new host, Caroline Stuart. The...
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Kat Mock – The Aspire Partnership

6 July 2017

Rob Kingsbury talks to Kat Mock, winner of our Paraplanner of the Year Award 2017, about her career, working in-house and outsourced, and what excites her about trust planning In the course of her six-and-a-half-year career as a paraplanner, Kat Mock, paraplanner with The Aspire Partnership and winner of the Professional Paraplanner Paraplanner of...
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Featured Videos

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 info@researchinfinance.co.uk for more info.

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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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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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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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Possibly the best para-life-planning role in the world

Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector.

Check out the role in the jobs section - www.professionalparaplanner.co.uk/jobs

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Standards International, Michelle Hoskin, MD gives an update on the paraplanning standard.

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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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