Hannah and I would like to share some wonderful news. At 0001 today Phoebe Hannah Love Atkinson was born. 5lb 10oz (2550g). Mummy is recovering well. Phoebe is having some extra help with her breathing and feeding at the moment but getting stronger – and more vocal! She has a lovely way of holding Mummy […]
I love Twitter, but some things really do need more than 140 characters to say! This is certainly one. My lovely wife Hannah and I are absolutely thrilled to announce that we are expecting another baby this September (2016). The scan above was taken last week (12 weeks) and we are very excited to share […]
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.
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 […]
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 […]
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 […]
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/