"My paraplanner is my eyes and ears on the ground"

Servicing the complex needs of my clients and running all aspects of a small business is no easy task. My time is sapped by many distractions throughout the day and it is very easy to find that important client facing work slips down the priority queue. That’s where working with my paraplanner, Debbie is invaluable. At the top level, Debbie keeps track of my client facing work load, covering all aspects from initial contact to in-life servicing. She is my eyes and ears on the ground, managing our busy office and fielding first line questions from clients. As a business, we speciali...