Meet 2 new members of our team, and find out how they can support your business

Life at The Paraplanning Hub right now is in top gear! Welcoming new people to the team, an office refurb, and our shiny new website are just a few of the reasons why we are feeling pretty good.

As paraplanners we are here to ensure financial advisers can focus on client advice, confident that administration, reporting, and compliance are dealt with. Founder Tony is an ex-financial adviser, so knows what qualities are needed to really provide a positive impact to our adviser clients.

Our new newsletter, Paramount, will feature articles that relate to paraplanning and financial services as well as news about the goings on in our team and our business. You can also read amazing news from clients.

People are so much a part of our business – in fact, we like to think of ourselves as the “jam in the middle of the doughnut”.  With that thought in mind, we would like to start this update with news of two new members of the team: Kate and David.

 

Meet the Team

 

Meet Kate

You may wonder what also prompted us to liken paraplanning to baking – well, let’s look at Kate and what she enjoys when not being an awesome paraplanner!

Kate started out working for a stockbroker and it was there that she completed her first set of financial qualifications. A move to an international wealth manager followed and here she completed a second diploma. With 11 years paraplanning experience, we are thrilled to have Kate on board.

“I’m really excited to have joined The Paraplanning Hub during this period of rapid growth,” says Kate.

“I’m looking forward to getting stuck in, meeting all of my new colleagues and continuing to build my skills as a paraplanner”.

When there is a little gap, Kate indulges in her lifelong love of baking to feed up her friends and family or works her way through some of the novels in her “to be read” pile.

Fun Facts

• Favourite animal: Llama.
• Favourite drink: Espresso Martini.
• Favourite place to visit: The Preseli Hills.
• Hobbies: Baking, reading, travel and spending time with family.

 

 

Meet David

David has joined the team as a Certified Financial Planner and brings with him a wealth of financial services and paraplanning experience. His amazing range of qualifications demonstrates his commitment and level of competency.

David has an excellent understanding of the financial planning process and is well placed to make a real difference to our financial planner clients in the compliant delivery of their advice recommendations.

Some of his financial planning qualifications include, Certified Financial Planner, Chartered Wealth Manager, UKSIP Investment Management Certificate, and the CII Diploma in Financial Planning

“I’m delighted to have joined The Paraplanning Hub,” he says.

“The team have all been extremely welcoming and friendly. I look forward to spending more time getting to know colleagues and advisers better and working together for the benefits of our clients”.

Fun Facts

• Favourite animal: Giant panda
• Favourite drink: Whisky Sour
• Favourite place to visit: Cape Town, Bellagio, and Nice
• Hobbies: Kayaking, Arsenal football and Harlequins rugby, ongoing tussles learning piano and French.

 

 

A final note

Just a final note from me, Tony. If you want to be #inthehub please reach out to us as we are a growing business with a UK-wide presence and have opportunities arising regularly.  In particular we are doing more and more of the end-to-end solution for financial advisers, so get in touch and lets chat.

 


Please contact us online or call on 01472 803110.