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MikeM

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MikeM
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  • Thanks guys, your feedback was very helpful
    in Cooling Off period for Top Ups Comment by MikeM November 2021
  • @benjaminfabi Thanks, that was the first place I looked but COBS 15.2 only covers cancellation of entire contracts.
    in Cooling Off period for Top Ups Comment by MikeM November 2021
  • Hi Dan Thanks. I should have explained that I had already carried out DD. I was really asking if anyone had any practical experience in dealing with them.
    in Yorsipp Limited Comment by MikeM February 2021
  • Hi Maddy, I have spare capacity from time to time and could help take the edge off your workload. Please email me mike@clearparaplanning.co.uk if you are still looking for someone.
    in Freelance Paraplanner Required Comment by MikeM November 2019
  • Cheers Jona
    in OMW Lifestyle trust Comment by MikeM July 2019
  • I'm probably a little late to help you on this occassion but you may find all you are looking for on https://www.fundecomarket.co.uk/
    in Ethical Investing Comment by MikeM May 2019
  • Hi Jenny I would be happy to discuss how Clear Paraplanning can help, please call me on 07925 203590. Mike
    in Proofreading Suitability Reports Comment by MikeM February 2018
  • Try https://www.ethicalscreening.co.uk/ethical-funds-database.aspx 
    in Ethical Funds Comment by MikeM February 2018
  • I have used a number of these and I believe that Genovo is the clearest and most configurable.  Importantly it is updated very quickly indeed when legislation changes and it provides excellent, friendly support. www.genovo.co.uk
    in Paraplanner Report Writing Tools Comment by MikeM February 2018
  • Yes, perhaps locum was the wrong label but the only one I could think of at the time.  So - anyone out there fancy entering into a REciprocal Qualified Introduction arrangEMent with me?  Hmm... sounds a bit final, but it is what it is :-) 
    in Locum Arrangement Comment by MikeM May 2017
  • Clear Paraplanning Limited will not be sharing any data with the locum. If an emergency arises where there is business in process, the adviser will contact the locum and arrange to send the paraplanning instructions to them.  The locum will start th…
    in Locum Arrangement Comment by MikeM May 2017
  • Richard, Do you forsee data protection issues with this arrangement?  If so, please share your insight. My understanding is that provided both advisers and paraplanners are registered with ICO and work along ICO guidelines then no data protection …
    in Locum Arrangement Comment by MikeM May 2017
  • Jonny,  You have hit the nail on the head when you say you would not be able to sustain the workload for any length of time.  The object is to provide each other's clients with an immediate but temporary solution following an unforseen disaster.  A…
    in Locum Arrangement Comment by MikeM May 2017