Financial Planners

Future of IFAs Fees…

Muses on the future of IFA fees, adviser/client meetings, and paraplanning We get to speak to many different independent financial advisers (IFAs) on a regular basis and it never ceases to amaze us how many are trying different ways to improve the service they offer their clients, especially with regard to the future of IFAs Future of IFAs Fees…

Paraplanning Zooming through 2020

In a previous blog by our Managing Director, he discussed how he was first introduced to dedicated technically qualified paraplanning support over 24 years ago whilst working as a financial planner at the accountants PwC. Once encountered he was forever hooked! He found that the biggest benefit of having dedicated paraplanning support was to release Paraplanning Zooming through 2020

Meet… systems analyst Matthew

We believe that to help you, we need to get to know you – and vice versa. So here’s your chance to learn a little more about the people who make up the Paraplanning Hub team.   Matthew has been with us since 2018 and he’s our technical whiz kid. His main role is to Meet… systems analyst Matthew

Meet… paraplanner Ebony

We believe that to help you, we need to get to know you – and vice versa. So, here’s your chance to learn a little more about the people who make up the Paraplanning Hub team.   Ebony has a passion for people and started working for us in early 2020 after her desire to Meet… paraplanner Ebony

ESG data Challenge – Greenwashing?

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 ESG data Challenge – Greenwashing?

Six Sigma in Financial Planning Practices

Six Sigma in Financial Planning Practices

Six Sigma in Financial Planning Practices To many people, Six Sigma is ‘something done in manufacturing’. To me having spent six months obtaining my Black Belt and reviewing the processes within my own paraplanning business, I totally disagree. Although Six Sigma has its roots in the 1980’s it has been applied successfully within the services Six Sigma in Financial Planning Practices