Working together for the best client outcome

I’m super excited to have had an article published by Prudential in their quarterly adviser magazine – Oracle. Here’s an extract from the beginning; do hop over to the Pruadviser website to read the rest. Having a different skillset, paraplanners are able to help advisers spend more of their time with their customers. The company I […]

Paraplanners PowWow Down South – July 2015

Yesterday I went to my first local Paraplanners PowWow. This is an informal ‘unconference’ where people in my profession can gather to talk freely. It’s a great chance to meet others and find out how each other does things. I’ve just joined the team that organise the London event so it was great to get […]

Learning from other professions

I think that it is quite fascinating looking at other professions and how they do things. A few weeks ago I popped down to the Royal Society in London for their Summer Science Exhibition. This was a showcase of some of the latest developments in science. What struck me was how passionate and engaging the exhibitors […]