John Pampling, a paraplanner at KMD Private Wealth Management LLP, talks about his move from Lloyds to the world of independent advice.
Q - How did you get into paraplanning? A - I became a tied agent at Lloyds bank straight from school at 18. But the target expectations were so high I actually took a career break at 39 due to ill health....
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress