As well as writing various pieces for the financial services press, we also write the occasional blog.
What are the benefits of outsourcing your paraplanning? 1. Access a greater range of experience, especially if your outsourcer employs a number of paraplanners with a variety of qualifications and experience. 2. You needn’t be making a long...
It’s a busy time of year, fresh back from the Christmas break and heading towards tax year end. As the work starts to pile up, many advisers are looking at oursourcing their paraplanning. But what are the qualities you...
I was pleased, if slightly nervous, about being invited to lead two sessions on suitability report writing at the Paraplanners Powwow, an event which took place in the Northamptonshire countryside in September. The event was a huge success with...
If my wife sends me to the shop (as is often the case; I do as I’m told) to get ‘one of those round fruits with the really nice juice, you know, for breakfast’, I might come home with...
