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 […]

IFP Paraplanner Conference 2015 – NUTs about Paraplanning

It was a pleasure to be at the conference for the first time this year.  Now in its fifth year this is an excellent opportunity to network with other Paraplanners and learn new things.  The event is put together by the Institute of Financial Planning and combines a strong technical focus with practical skills sessions. This […]