Former Personal Finance Society president Adam Owen has joined outsourced paraplanning firm Plan Works as a non-executive director.
It follows the appointment of Siân Davies Cole who joined the business in September to partner with founder Nathan Fryer. The firm offers suitability report writing, annual reviews, technical and financial planning guidance and platform due diligence for financial planning firms. "I have been interested in the development of the relationship between financial planning firms and outsourced paraplanners for a number of years," Owen said. "Complexity within financial planning continues to increase with added pressures on firms from regulatory changes and increasing regulatory costs. ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
