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 […]

Building an ethical investment portfolio

I’m really pleased to have a piece published in this month’s Professional Paraplanner magazine. I was asked to explain how we go about building ethical portfolios for clients at EQ Investors. We feel that ethical investors really want to see their money doing something positive.  This is called Impact Investing. The Global Impact Investment Network […]

Paraplanning – a career to be proud of and opportunities in abundance!

We are in one of the most exciting times to be involved in financial planning.  Taking pensions as an example, we have unheard of flexibilities and enormous financial planning opportunities.  The risk of running out of money means that we are seeing a greater focus on lifelong financial planning – particularly using cash flow modelling.   […]