I’ve started Tweeting about #putbackin2016 and want to share with you what it’s all about. My aim is to encourage other Paraplanners to be active in reinvesting in their community. I’m happy to help however I can so do get in touch.
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 […]
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. […]