Professional Paraplanner | Profiles

Profiles

Rob Ellis – Equilibrium Asset Management

22 September 2015

Rob Ellis, client manager with Cheshire-based Equilibrium Asset Management, heads up the implementation team, which is tasked with successfully onboarding new clients.
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Scott Daniels, director, PLUS Group

11 September 2015

Rob Kingsbury talks to Scott Daniels, director of the PLUS Group, about becoming a paraplanner and spotting the opportunity in the market to set up a paraplanning and PA/Admin outsourcing service.
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Martin Green – Chadney Bulgin

27 July 2015

Martin Green has two paraplanning awards under his belt and says he intends to use them to help promote paraplanning around the industry. “I wouldn’t want to put the award on the shelf and leave it there – I believe if you’ve been given that kind of accolade then you should use it to represent...
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Nathan Fryer – Plan Works

26 June 2015

Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation. Nathan Fryer, director and paraplanner at outsourced paraplanning firm Plan Works, began his working life within the sales side of asset management houses dealing with the intermediary market. Over 10 years he says he met with...
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Joanna Hague – Investments for Life

24 June 2015

Professional Paraplanner editor Rob Kingsbury spoke to Joanna Hague, paraplanner with Doncaster-based Investment for Life about her passion for financial planning and Twitter.
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Martin Vaughan

24 June 2015

Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to him about his career and how much he’d seen the profession change over the years
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Mandy Kemp – Tilney Bestinvest

24 June 2015

Leading a team of some 20 paraplanners that are spread around the country presents a range of challenges, Mandy Kemp, director Paraplanning at Tilney Bestinvest.
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Sean Donald – The Timebank

24 June 2015

If there’s one thing Sean Donald, paraplanner with the TimeBank, strives to overcome, it’s the industry’s predilection to confuse clients with jargon.
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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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