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  • Benjamin Fabi – Jones-Sheridan

    28 July 2016

    Benjamin Fabi, paraplanner with Jones-Sheridan, has had something of a chequered job history, he admits Talk to Benjamin Fabi, about a particular paraplanning role and he can probably say ‘been there, done that’. The paraplanner with Cheshire based financial planning firm Jones-Sheridan jokes that at one time his friends used to say to him...

  • Christina Melling – Clarion Wealth Planning

    17 June 2016

    Christina Melling moved home, leaving behind a legal job and her family to become a trainee paraplanner with Clarion Wealth Planning. Rob Kingsbury talked to her about her decision, what her role entails and her ambitions. When Christina Melling moved from Bolton in Lancashire to Knutsford, Cheshire, to become a trainee paraplanner with Clarion...

  • Kim Bendall – The Paraplanners

    9 May 2016

    Kim Bendall of The Paraplanners talked to Rob Kingsbury about being catapulted into running the business and balancing paraplanning with being a company director. One evening in Feb 2014 Kim Bendall, then senior paraplanner with outsourced services firm The Paraplanners, received a telephone call from the firm’s owner Richard Allum saying he was seriously...

  • Cathi Harrison – Para-Sols

    13 April 2016

    Rob Kingsbury talked to Cathi Harrison about how she started and developed outsourced paraplanning firm Para-Sols Cathi Harrison has been a paraplanner for nine years and has run her own outsourced paraplanning business for seven of those years. In 2014 she became the first paraplanner to become a member director of The Personal Finance...

  • Warren Bentham – 75point3

    21 March 2016

    Warren Bentham, head of paraplanning for 75point3, epitomises the added value that paraplanners can bring to adviser businesses. He talked to Rob Kingsbury about having a role that is ‘as varied as possible’ It is a sound argument that paraplanners can bring much more to a financial planning business than just their paraplanning capabilities....

  • Alan Gow – Argonaut Paraplanning

    2 February 2016

    Leaving paid employment to start out on your own and set up an outsourced paraplanner firm is a considerable step to take, as Alan Gow director of Argonaut Paraplanning can confirm. In fact, the name Argonaut reflects that, Alan says: “ I looked it up and one of the meanings was ‘a step into...

  • Helen Park – Clay Rogers & Partners

    11 December 2015

    Rising to the challenge For this issue’s paraplanner profile we talk to Helen Parker, winner of the PFS Paraplanner of the Year award 2015, about her role as senior paraplanner and paraplanning as a profession Helen Parker, senior paraplanner with Midlands-based Clay Rogers & Partners Ltd, has over 25 years experience of working in...

  • Adam Wareing – Clarion Wealth Planning

    23 November 2015

    IFP Paraplanner of the Year 2015 Adam Wareing has a self-confessed “passion” for financial planning. Previously a financial planner, such was his desire to concentrate on “proper financial planning” he left the adviser firm he joint founded so that he could set up his own financial planning company. He is now head of paraplanning...