Paraplanner Zone

Q. How did you get into paraplanning? A. When I worked for a small company as an IFA I had to do a range of things, including paraplanning. I really enjoyed it but found it difficult to balance the work of paraplanner and adviser. The roles require different mindsets, and it is hard to master them both. So, I saw the need for an outsourcing paraplanning service and set up my own firm. The idea had actually been swimming round in my head for a while: a lot of my clients over the past five or six years have been owners of small to medium businesses and their influence rubbed off on me. The...