Professional Paraplanner | Profiles

Profiles

Christina Georgiou – John Lamb

16 June 2017

Christina Georgiou, paraplanning manager at John Lamb, is not afraid to challenge the status quo, she tells PP editor Rob Kingsbury If there is one thing that irks Christina Georgiou, paraplanning manager at John Lamb, about this industry it is compliance, notably its seeming inability to respond to the needs of a changing market,...
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Rebecca Tuck – Magenta

28 April 2017

Rebecca Tuck moved from large financial company to a new launch, five-person financial planning firm. We talked to her about the transition, the challenges and the rewards, what she’s involved in and how she runs her day “It’s been exciting and very rewarding,” says Rebecca Tuck, paraplanner with Magenta Financial Planning, talking about her...
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Hugh Johnson – Sanlam UK

30 March 2017

Riding the wave Hugh Johnson talks about his route to head of paraplanning at Sanlam UK and the challenges of running a team of 17 paraplanners. Hugh Johnson, head of paraplanning at Sanlam UK, would be the first to admit that he has benefited from the rise in profile and the incredible demand for...
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Neil Clarke – Montfort International

2 March 2017

Neil Clarke, paraplanner with Montfort International, says the complexities of helping clients move their finances overseas makes his job the most satisfying of his career Neil Clarke, paraplanner with Montfort International, may only have been a paraplanner for three of his 25 years in the financial services and insurance markets but he says he...
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Victoria Groves – EQ Investors

6 February 2017

Coming from a financial services family, EQ Investors’ Victoria Groves was always likely to end up in the City With her father the principal of a financial planning firm and her uncle and her cousin financial planners, the assumption might be that on leaving school, Victoria Groves, senior technical consultant at EQ Investors, would...
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Peter Cross – London Wall Partners

9 January 2017

Challenging, professional, enjoyable – Peter Cross (on the right) describes his role as paraplanner for London Wall Partners and tells of his passion for helping clients with their financial planning, investment management and philanthropy Pensions transfers and retirement planning have become something of a specialism for Peter Cross in his role at London Wall Partners....
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Cathy Russell – Canada Life

8 December 2016

Former paraplanner Cathy Russell is now a tax and estate planning consultant, travelling the country helping to train staff in advisory firms. A job she loves, she tells Rob Kingsbury Cathy Russell has worked in the financial services industry for over 20 years. She started as a secretary, moved into administration then paraplanning and...
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Jenny Ryan – Baigrie Davies

11 November 2016

Worth her weight in gold CISI Paraplanner of the Year Jenny Ryan tells us how she set her sights on becoming a paraplanner and why her award celebrations were low key Only one thing might have detracted from the achievement of Jenny Ryan, paraplanner with Baigrie Davies, of winning the CISI Paraplanner of...
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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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