Say hello!

AdminAdmin Administrator
If you've just joined the Big Tent please take a minute to say hello and introduce yourself.  Simply add a comment below, you might like to include what sort of paraplanner you are, where you work & what you're interested in.  Favourite chocolate bar is always a good start.


  • richallumrichallum Administrator

    Feel a bit like I'm answering myself here but let's get things started and into the spirit.

    I work at The Paraplanners and therefore on the outsourced side of things.  Spend a lot of time on Twitter talking about F1, Apple and a bit of financial planning.  Not a fan of trite motivational quotes.

    Favourite chocolate is, obviously, .....

    That's for quantity but I also like a bit of this for quality......

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

  • I'll pipe in too then *waves* 

    I'm Claire, I work at The Paraplanners and behind the scenes on the mini powwows. 

    Looking forward to seeing what everyone's got to say in the big tent :smiley: 
  • Hey All

    I'm Nathan, I work at Plan Works and have also been involved with some of the mini powwows.

    I think this will be a great forum for us all to share best ideas and practice.

    Thank you to those involved in the launch and operation.
  • Hi all, Cor its still a bit roomy in this big tent, I bet it'll fill up loads over the next few weeks!

    I'm Matt and I'm an in house Paraplanner at Crown Wealth. I've helped a little with the powwows and I'm looking forward to seeing how this new forum develops. 
  • Hello! I'm Susan and hail from the (so far I think) most northern reaches of the PowWows - Dundee. I work in the financial services arm of an accountancy practice and wear many hats - literally and figuratively. 

    This is a fantastic idea that's grown so much over the last few years it's got it's own language. 

    My favourite chocolate bar is any, and I don't like nuts. *waves*
  • garethgareth Administrator
    I'm Gareth. And I like tech, run codepotato,  and understand very little about Paraplanning, but enough to build this site for the crew :) 
    Web nut, coffee junkie, so-called-responsible parent & MD of codepotato. We build websites and web applications for the financial industry. 
  • Wotcha, I'm Alan, outsourcer at Argonaut. I co-run Powwow Down South with that dodgy Nathan Fryer chap. I like dark chocolate. Also a bit of a sucker for Reisen chocolate chews. And Bendicks Bittermints. Not strictly chocolate bars, I know.

    Impressive tent - thanks and congrats to all involved!

  • richallumrichallum Administrator
    Nice variety of chocolate there Alan.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

  • Hey everyone! I'm Kat, I work at the Paraplanners and spend lots of my time with my head stuck in one cash flow system or another. I love trust work and pretty much all chocolate (especially galaxy) but I most of the time have to hide the chocolate as it interferes with my plans to be a super-strong paraplanning machine. Also, due to the latter, I eat a lot of broccoli. 
  • benjaminfabibenjaminfabi Moderator
    edited March 2016

    I'm Benjamin and I am a paraplanner. I loved the old forum and I think I'm going to love this one too. 

    I specialise in pensions but to be honest after more than a decade I'm struggling to keep up these days!
    Benjamin Fabi 
  • richallumrichallum Administrator
    Good to see you here Benjamin.  I think this one has the potential to be even better than the old one.  It has smileys for a start. :smiley: 

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

  • Yeah although mine hasn't worked  :(
    Benjamin Fabi 
  • CaroCaro Member
    Howdy! I'm Caroline and I'm an in house paraplanner at DB Wood. No particular speciality, just trying to learn enough to be able to look for answers to the questions I don't know!
    I've loved helping out on a few of the Powwows even though I've yet to hear my song on the Powwow Playlist (not that I go on about it at all!) :wink: 

    Fave chocolate - probably Munchies, unless feeling a little bit posh when it would have to be Charbonnel et Walker Marc de Champagne truffles. 

    Really looking forward to seeing how paraplanning develops this year, it's definitely a great time to be a paraplanner :smiley: 

  • Hallo all! I'm Dan and I am the Senior Technical Consultant at EQ Investors in London. Part of a team of 6 Paraplanners supporting 12+ advisers (I lose count!).

    I'm interested in developing our profession and encouraging others to do so too. To this end I write for Professional Paraplanner (and shortly Financial Planning Today) and other places from time to time. I've been part of the PFS Parapalanner Practicioner Panel since April 2015 and have just joined the CISI Paraplanner Interest Group. I'd love to hear how I can help and promote Paraplanning. 

    I'm not fussy about chocolate but I do like peanut butter, sweets and cheese. Not together though...
    Dan Atkinson FPFS CFP APP Chartered FCSI
    Chartered Financial Planner
    Certified Financial Planner
    Head of Technical at Paradigm Norton

  • Hi everyone.  I work at the Paraplanners alongside Richard, Kim, Claire, Gemma and Kat - what a team!. I'm based at home, Penicuik, south of Edinburgh. I spend most of my time doing cash flows and technical pensions work (isn't all pensions work technical nowadays eh?). I've worked in all sorts of in-house roles too - small firms, nationals and even a bank (I know!). 

    I'm a bit of a regular at the Powwows. I love that our profession is so willing to share and improve standards - because we want to.  It's great to be part of such a wide family of like-minded people.

    When I'm not working I can often be found on the piste - petanque piste that is.  If I'm honest I'm a bit obsessed.

    Cadbury's caramel for me!
    Outsourced paraplanner for The Paraplanners.  President of the Scottish Petanque Association
  • amarshallamarshall Member, Moderator

    I'm Andy, the sole paraplanner at Ovation Finance in Bristol. As the only paraplanner in the company, I have to be a specialist in everything, know what I mean......?

    I've been to 3 of the big powwows and am looking forward to more. Who knows, we might even have a small one down here in the sunny southwest!

    Like Dan, I'm not all that fussed about chocolate but I do like sweets. Haribo, fruit gums or wine gums for me please!  ;)
  • Morning all! Bit slow to the party.

    I'm in-house in a small firm and usually happy to muck in with the paraplanning side of anything that's going on!

    Chocolate wise - sore subject. I could do with some tips on making rice crispy cakes. Mine went soggy this weekend. #sadface

  • SueLSueL Member


    I am Susan and I have now been a freelance paraplanner for just over a year. I worked as an in house paraplanner for a couple of firms previously.

    Chocolate - I try my very best to keep away from it - I like it too much!!

  • Hello!

    I am Becci and an in house paraplanner in a team of 5 looking after 6 advisers. I have done this job for 11 years now, having also previously been a paraplanner for another company for 18months as well. I delve into most areas of financial planning and advice but do most of my work currently in pensions and employee benefits-group pensions, auto enrolment, group risk, business protection.

    I am a chocoholic! Think my favourite would have to be Galaxy chocolate but have a weak spot for Yorkies as well (even if they are not for girls!).

    Looking forward to being part of the Big Tent and hopefully making the Powwow again this year. :)

  •  Hi all,

    I'm Sue, been around the financial world a while... worked in house, been an adviser, now working outsourced for myself!! Best job of all. Choccy - well I'm diabetic!! (still like it though!). Also love F1 and not impressed that it's moving to sky only - thanks Bernie "money grabbing" Ecclestone.....

    Looking forward to a good year, been quiet since Christmas, but finally picked up to the point that I don't know whether I'm coming or going!

    Excited to be part of the Big Tent - lets make Paraplanning a career of choice rather than a stepping stone to being an adviser.

  • Hi everyone!  Nice to meet you all.

    What a great site!  I'm Alyson and I work at Carbon Financial Partners' Perth office.  I've worked here since leaving uni 5 1/2 years ago and have worked my way up the ranks and through many, many exams.  I've been Paraplanning for around 3 years now and have recently reached CII Chartered status.

    As I come from a legal background education-wise, I feel happiest wading around in trust reports, although the variety of work we have at Carbon keeps me interested in all sorts.  I'm definitely more passionate about the linguistic side of Paraplanning than the numerical side, as translating complex technical subjects into plain English comes seems to come more easily to me than comparing TVAs results, but that's one of the wonderful things about Paraplanning - we all have such different skills and strengths to bring to the table.

    When I'm not Paraplanning, I'm planning my very imminent wedding and doing Pilates (to prepare for said imminent wedding) as well as dabbling in a couple of recipe and lifestyle blogs (I did warn you that I thought of myself as a bit of a wordsmith!).

    I like most chocolate, apart from Fry's Turkish Delight.  And Haribo.  And Wine Gums.  And cake.

    JoCHague - try using less chocolate, better chocolate or more rice crispies (or all of the above), and let the chocolate cool to room temperature before you add the crispies.

  • Hello peeps, I am Stuart.  We set up our own little DA firm in 2012, just the two of us, still growing slowly whilst spending plenty of time with our two-year old.  Doing less paraplanning than I used to, as compliance, accounts, backoffice, admin & googling answers to Mr Alum's twitter questions seem to be taking up most of my time.  Really enjoying life though, certainly could never work for someone else again!  Oh and we're getting married next week, in the middle of the week, didn't have to beg someone to have the time off or anything :-)
  • Congratulations on getting The Big Tent up and running - I'm sure it will be a great success.  I'm Mandy (fly me ...for those who are old enough to remember ...!) and, along with Dan and a few other paraplanners who share a love of the profession, sit on the PFS Paraplanner Practitioner Panel.  I've worked in the financial services industry for over 20 years and enjoy all aspects of the role.  I'm currently focussing on client development, but have recently written a couple of paraplanning articles for the PFS FS Magazine and get a real buzz out of mentoring new paraplanners and encouraging people to join our industry.

    I'm definitely a Cadbury's girl (and like Alyson above, cannot abide Fry's Turkish Delight!).

  • Hola Para-peeps. C'est moi.

    Lest I give the wrong impression, I speak neither of the languages used above.

    I was anxious to enter the PPOY competition last year but could not find an adviser willing to write 500 kind words about my capabilities.

    Sometimes funny, often offensive to people who don't understand irony or sarcasm.

    I am happy to offer advice and feedback to anyone looking for wildly opinionated viewpoints on subjects such as crazy baby names, the correct footwear for funerals and the Bradford Factor.

    Look forward to robust and substantive discussions about all things Paraplanning.

    DON'T JUDGE - I am more of a savoury person and can take or leave chocolate. IF I had to be drawn on it - I'd favour a Cadbury Eclair. Yes I know it's technically a hard candy. Haters gonna hate.
  • KeithKeith Member
    edited March 2016
    HOW ..dy 

    I’m Keith, from way down south in gorgeous sunny Cornwall – on the north coast (Atlantic) side, just outside of Surf City, aka Newquay.

    I’m probably the ‘sad ol' git’ in this Big Tent, as I’m now in my 40th year working in the financial services sector. (I started when I was 9 years old btw! .. )  

    I've been ‘in-house’ paraplanning for a local firm of chartered IFAs since June 2011; but decided to go fully outsourced with effect from 1st January this year. My new firm is called ‘Paragon Planners’, which I guess is a slightly misleading handle for a one-man band sole-trader working in a conservatory from home.

    I’ve just completed a 100,000 km RTW (‘round the world) unsupported motorcycle ride, from New Zealand all the way home to Cornwall. See: Right Way Round ... But hey, nothing beats the excitement of being a paraplanner [/sarc]

    cheers. Keith
  • Ahoy - better late to the party than never!!

    I'm Bailey and work for a small firm in Southport called The Financial Planning Corporation (or FPC to the cool kids!)

    I love a good nosey to see what other financial planners are getting up to...preferably refrain from calling myself a curtain twitcher =D

    Got to agree with Paraplanneriffic, although I start with a bit of dark chocolate and move onto BBQ Kettle Chips...paraplanners gotta eat!!!

    I look forward to seeing how much information will burst through the big tent!
  • My name's Alex. 

    I'm a lover of Paraplanning, Munchies, Percy Pigs, F1 and other fun stuff. 

    Exciting times for Paraplanning and it looks like there could be some very interesting conversations going in the big tent, make sure you bring your Thermos (other brands of 'keepy warm' drinks containers available). 

    I'll see you around..............

  • Hi everyone. I'm Austin.

    Been a paraplanner for a good few years now and I'm excited for the work being done on making paraplanning more of a profession.

    Chocolate - Anything with peanut butter...

    Looking forward to some interesting discussions.
  • Morning all, I'm Poppy.

    I work at a Chartered Financial Advisers in Hampshire. I have been paraplanning for just under a year with 5 years of administration under my belt previously. I'm in a team of 9 paraplanners who work for about 17 advisers. Some of us have specific advisers and others work from a pool of the rest. 

    I think the forum is a great idea to all collectively get together and discuss topics.

    My favourite chocolate definitely has to be Cadbury's Caramel!

  • Hello, I'm Roxanne.

    I am a trainee paraplanner and I work with Poppy ^^^^ Hi Poppy. I have been a trainee for just over a year now and also previously worked in administration. As well as working in a big(ish) team of paraplanners I also work in a team for one adviser. I've done R01, 4 and most recently 5 and currently studying for 6. Any tips appreciated!

    I'm on twitter too!

    I love most chocolate :)

Sign In or Register to comment.