Paraplanner of the Year Neil Wortham: What do we do? We serve and protect

Paraplanner of the Year Neil Wortham: What do we do? We serve and protect

Scott Sinclair
clock

Professional Adviser's newly-crowned Paraplanner of the Year on advisers "opening up" and the benefits of being able to look at client cases "coldly"...

Neil Wortham's first day on the job - having secured a deal to provide paraplanning services to Foster Denovo's 100-odd self-employed advisers - was an eye-opener. "When I started, I was sat in the corner by myself," he said. "I think I billed for 20 hours or so in my first month". Now, the five members of the paraplanning team at the national IFA each completes about 35 hours per week, invoicing the advisers separately for work undertaken. Wortham spent four years in the sales team at the Prudential - "not my strong suit" - before working as a business consultant and, later, launc...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The Platforms Association acquires the UK Platform Awards

The Platforms Association acquires the UK Platform Awards

Clive Waller hands over the awards programme

Isabel Baxter
clock 30 July 2026 • 2 min read
FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

Covers advisers, platforms and wealth managers

Sophia Panayi
clock 30 July 2026 • 3 min read
'Underperforming' sector does more damage to women over time

'Underperforming' sector does more damage to women over time

Y Tree executive director Eliana Sydes speaks to PA

Sophia Panayi
clock 29 July 2026 • 2 min read