Follow us
Number of higher-rate taxpayers soars due to frozen thresholds
15 July 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
From paraplanner to Plannerpal
6 January 2025
ISA reform 2027: Anti-circumvention rules explained
13 July 2026
Supporting families after the death of a client
8 July 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Test Your Knowledge: Answers July 2026
Test Your Knowledge: Questions July 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Suitability Consultant / Paraplanner – Excellent benefits – Remote working
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West England
2025 AWARDS Reviewed – Winner interviews, pictures, profiles
18 December 2025
2024 Professional Paraplanner Awards – Celebrating this year’s winners
7 October 2024
Professional Paraplanner Awards 2023
15 August 2023
Professional Paraplanner Awards 2026: Editor’s opening speech
The wait is nearly over: The Professional Paraplanner Awards 2026
Future Adviser: A date for your Autumn diary
Paraplanner Survey 2022 discussion: Part 2: Paraplanners working relationship with advisers
5 July 2022
...Davis Cole, director of Plan Works and co-founder of The Paraplanner Club, and Hamish Alexander, paraplanner with Acumen Financial Planning to discuss four themes from the...
Paraplanner Survey 2022 – Report and discussion
...Smith key accounts manager at Embark, Siân Davis Cole, director of Plan Works and co-founder of The Paraplanner Club, and Hamish Alexander, paraplanner with Acumen Financial...
Paraplanner Survey 2022 discussion: PART 1 – Confidence in the paraplanner market
2022 PARAPLANNER AWARD WINNERS ANNOUNCED
9 June 2022
...founder Lime Outsourced Paraplanning Sian Davies-Cole, director of outsourced paraplanning firm Plan Works and founder of the Paraplanner Club Rob Kingsbury, Editor, Professional Paraplanner We are...
Call for paraplanners to seek out mentors
10 May 2022
The Paraplanner Club has now worked with over 50 mentees, while 20 mentors have volunteered to offer help their peers with a range of topics, yet...
Study routes for pursuing a career in regulated financial planning
2 March 2022
...you will get lots of support. Other online communities include the Financial Adviser Mentorship, the Paraplanner Club, NextGen Planners, and the Financial Planner Life Podcast. There...
R0 Exams Focus: Candidates 10 most frequently asked questions
25 November 2021
...but there is heaps of support out there. Initiatives such as NextGen Planners, the Financial Adviser Mentorship (FAM) group and The Paraplanner Club to mention just...
Paraplanner Club receives 69 mentoring applications in eight months
12 August 2021
The Paraplanner Club has received 69 applications from paraplanners for mentoring since launch in January 2021. Founded by Chloe Phillips (left) and Siân Davies Cole,
The Paraplanner Club opens doors with 10 mentors
7 February 2021
Newly launched mentoring initiative The Paraplanner Club, will open its doors this week with 10 mentors on its books and a number of additional volunteers that...
