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Say hello!
Announcement
6.7K
views
165
comments
0
points
Most recent by
McKinseyPoppdMyMind
January 27
Forum etiquette
Announcement
292
views
0
comments
0
points
Started by
benjaminfabi
December 2019
Updated: Paid for and licensed material
Announcement
981
views
0
comments
0
points
Started by
Admin
March 2019
Getting started in the Big Tent
Announcement
1.4K
views
0
comments
0
points
Started by
Admin
March 2016
How many of us are there?
94
views
2
comments
0
points
Most recent by
PPWow
March 29
Fancy helping out the PFS Paraplanner Panel?
112
views
0
comments
0
points
Started by
Caro
March 12
Abridged Advice
45
views
0
comments
0
points
Started by
bombingalong
March 10
Client Facing Guide to Trusts
100
views
1
comment
0
points
Most recent by
benjaminfabi
February 15
Offer of pro bono paraplanning support
106
views
0
comments
0
points
Started by
jwr21
February 9
AF5 Revision methods and Resources
82
views
1
comment
0
points
Most recent by
LCongdon
February 5
Looking for an excel template to avoid re-inventing the wheel
155
views
6
comments
0
points
Most recent by
Nath
February 3
Limited Company Investments
92
views
4
comments
0
points
Most recent by
Sueh59
January 29
Where do you invest personally?
213
views
8
comments
0
points
Most recent by
DanAtkinsonUK
January 29
Trainee Adviser
174
views
2
comments
0
points
Most recent by
RohanSivajoti
January 28
I'm going to raise that subject again - Adviser charging statements and Mifid2
68
views
0
comments
0
points
Started by
ruthiebusybee
January 20
Project management - webinars/reading?
112
views
4
comments
0
points
Most recent by
ruthiebusybee
December 2020
Are you organising a virtual Christmas do?
135
views
5
comments
0
points
Most recent by
Clare_Weight
December 2020
The Paraplanner Standard .....?
221
views
5
comments
0
points
Most recent by
bambi
November 2020
Professional Attorney
37
views
0
comments
0
points
Started by
Hucko
November 2020
Trying secure first paraplanning/administrative role after leaving the British Army.
120
views
2
comments
0
points
Most recent by
Caro
November 2020
Trustee Bank Accounts
3.3K
views
12
comments
0
points
Most recent by
arongunningham
October 2020
Charges
189
views
3
comments
0
points
Most recent by
richallum
September 2020
'Simple' fund switch letter
138
views
1
comment
0
points
Most recent by
JoshuaKnight
September 2020
Keeping up to date............
70
views
0
comments
0
points
Started by
ruthiebusybee
September 2020
Looking for a good top-slicing webinar
105
views
4
comments
0
points
Most recent by
ruthiebusybee
September 2020
Just checking in....
214
views
4
comments
0
points
Most recent by
Caroline_Singleton
August 2020
Initial Client Contact Protocol
71
views
0
comments
0
points
Started by
GallusAlice
August 2020
What industry awards are there for Financial Advisers?
61
views
0
comments
0
points
Started by
RickSanchez
August 2020
Advertising / Marketing
82
views
3
comments
0
points
Most recent by
Rcaisley
August 2020
Careers - the best move to make?
251
views
4
comments
0
points
Most recent by
Caroline_Singleton
August 2020
Supporting One Another
1.7K
views
71
comments
0
points
Most recent by
Clairebear512
August 2020
Paraplanners wanted for paid research project
144
views
0
comments
0
points
Started by
richallum
July 2020
Rebroking Life Cover
101
views
5
comments
0
points
Most recent by
Caro
June 2020
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