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Debradee

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Debradee
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  • What is a paraplanner? Interesting question that I have spent many hours trying to answer when asked what my job is! A paraplanner is...... A 'critical friend' - sense checking the advice and challenging the advisor A researcher - gathering th…
    in Report writing guide for Administrators/Trainee Paraplanners Comment by Debradee August 2018
  • We have recently started asking clients to use the Money Advice Service Budget Planner. It's quite detailed and the results can be saved and updated in the future. https://www.moneyadviceservice.org.uk/en
    in Expenditure analysis Comment by Debradee August 2018