"The role of paraplanner is evolving," Simon Poole of Direction Financial Planning says. "Clients call me now..."
Q. How did you get involved in paraplanning? A. I just sort of fell into it really. Funnily enough I used to work as an insolvency administrator at The Official Receiver in Bankruptcy in Reading before...
F&C IT's 150th anniversary
First meeting for Powell
Red tape and tech driving consolidation
2019 Survey opens in June