Wisdom not waffle: 4 tips for engaging reports!

One of the key skills for any Paraplanner is to write clear effective reports. What do we think about when we write a report? In this article I want to give you some practical tips that I have found helpful. Tip 1: The report is worthless – the message is where the money is The […]

Paraplanning: My story

I love to hear people talk about what motivates them and how they got where they are. I recently read an article about how a financial planner from Rutland entered the profession. The website that published the article issued an invitation for Paraplanners to share their story so I took up the challenge. Check out http://www.adviserlounge.co.uk/2015/09/01/paraplanning-my-story/

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 […]

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 […]