Fuel Poverty – Not Just Financial Poverty One of the directors of Paraplanning Hub has been a Trustee of a Charity called Middlesbrough Environment City (MEC) for over 10 years. The charity has a remit to work across Middlesbrough and the Tees Valley to promote healthy and sustainable living. Friday 24th of January saw the … Continue reading Not Just Financial Poverty
Great to see the top 100 financial advisers 2019 listing. Interesting to see that 80% of the Top 10 financial advisers are in the largest size category having over 25 CF30s. For the full Top 100 results see link on FT.com website. Fresh industry insights can also be found on our social channels, love to … Continue reading TOP 100 Financial Advisers 2019
We are looking forward to attending the PFS Regional Conference Q1 2020. Of particular interest is the session focused on Embracing ESG Into Your Investment Proposition – Manchester. The event is a full day, sessions including: Active Minds – More than meets the eye: The transformation of Japan Professional Qualifications Officer Chartered Champion Embracing ESG … Continue reading Embracing ESG Into Your Investment Proposition – Manchester
At the Paraplanning Hub, our vision is that you will be able to have outsourced paraplanning near you.. Our model is to have 10 hubs based throughout the UK – including Manchester, Leeds, Edinburgh, Birmingham, and London. The first hub and headquarters are based in the North East of England in County Durham, within The … Continue reading Outsourced Paraplanning Near Me – Contacting Us
Congratulations to all who have recently passed their CII AF exams – becoming newly chartered financial planners. I remember going through the same joy when another G paper was passed many years ago. Although I did not have LI to announce my successes on back then. Becoming a chartered financial planner is a huge achievement … Continue reading Chartered Financial Planners – CONGRATULATIONS!
Time to come indoors – Paraplanning and Winter Cycling I normally do 4/5000 miles of cycling a year with the majority of those miles being done outdoors on one of my two favourite road bikes, from Orbea and Canyon. In my view, there is nothing better than three/four hours spent outside cycling. Come … Continue reading Paraplanning and Winter Cycling
Very interesting and topical article on greenwashing and ESG data Challenge from SCM Direct. I think financial advisers need to tread carefully before jumping down the ESG rabbit hole, given that, in a paper by State Street, for four leading data providers’ their ESG scores still have less than 50% correlation to each other … Continue reading ESG data Challenge – Greenwashing?
We, The Paraplanning Hub, are adding to our flexible talent pool again! We are looking for those people, the flexible ones who are passionate about the detail behind financial planning but prefer the freedom to work to suit their lifestyles. The ones who believe all good financial planning starts with evidence of suitability. Those paraplanners… … Continue reading We are recruiting – Paraplanners