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 […]

Tips for better client outcomes : life cover

In the November 2015 issue of Professional Paraplanner I took a look at the underwriting process. This is where an insurer decides whether they want to offer cover and whether the premium needs to go up (it never goes down!!)… For health individuals this is generally straightforward but an old health condition- or something that […]

Cashflow modelling: visualising your financial future

Whilst not an exact science this is a tool that I use at work to help people visualise their financial future. Most ventures use projections based on assumptions when planning the future. It informs decisions and helps work out whether a risk is realistic or reckless.  Professional Paraplanner have posted a few insights from me […]

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 […]

Professional Paraplanner Technical Insights Seminar

This morning I had the pleasure of attending the first ever Professional Paraplanner seminar. The team brought together an impressive lineup of top quality speakers covering a topical areas. Considering this is their first event it was incredibly slick and went without a hitch. Kicking off with a message from editor, Rob Kingsbury, we heard […]