PoppySheppard
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- PoppySheppard
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@Gustavo_Fring said: I think any more than 100 and it starts to get a bit stressful, if you are providing a full review service with cashflow, decumulation advice, etc. Interested in how you are defining a client? Husband and wife with you…
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Parkwalk was another one I had an email from yesterday.
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Hi, I believe Guinness, Seneca and Mercia use them as well but there the only ones I know off along with Time.
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@Anna03 said: I currently share paraplanning with 1 other paraplanner and we probably have around 150 clients between us. At a previous firm, I was assigned to two advisers (and sometimes a third, but only for one off cases) and I estimate th…
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Hi all, I plan to take AF5 in April as well (I failed by 3 marks in October!). Please can you join the group? I'm happy to help share costs for guides or purchase something not already bought.
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I'm glad to hear you've found your unicorn Clare! I'll keep searching for mine Our advisers are all just set in their ways. To add to this we don't have any in-house compliance so we're only subjected to file checks once a quarter so they get aw…
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@Clare_Weight said: Something my firm prepared attached. It doesn't always get done in full but it gives prompts for a structured discussion at least, following which this should be filled in. The new advisers are under supervision …
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Brill, thanks everyone! Sorry it's taken me a while to look at these...stupid tax year end and beginning
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Hi Jonny, Thanks for your insight. It's more actual product knowledge that we want to train them up on. There seems to be a slight lack in understanding with some things, for example CGT, and with all the regulations coming in where they need to sh…
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Hi Claire, I'm looking to do it around then as well. Would be happy to buddy up Poppy
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stacey_smith said: I am just starting out, and am currently looking at the RO2. Would be great if there are any other's also in the same position to study with. I need to do the RO2 next and I know @roxyparaplanner has started studying …
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Hi Andy We had noticed this too, it was an error in the book. If you look on the CII website they provide web updates on any bits in the book that are wrong. Check these links for the current updates, your one is in update 2 from 14/09/16. http:…
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No @Claire Goodwin I had to do the same thing! I thought my dreams had come true and pokemon were finally real!
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richallum said: My order arrived. A photocopy of the PDF I downloaded from the site Mine too! What a waste of postage!
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Nathan said: I love the =Today() formula, this puts in the current date, useful for checking time to retirement. FYI Nathan, Ctl with : also puts in today's date
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Oh and any help with AF5 as well! Thanks!
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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. S…