Many of you will have completed the paraplanner census at the end of last year which we thank you for. Due to various things beyond our control we had not been able to bring you the results until now. The census is a fantastic way of making your views heard and of providing real statistical evidence of the increasing importance paraplanners play in IFA practices.
The salient points from the survey can be found by clicking this link – Paraplanner Census Nov 09 [click to continue…]
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The articles from T Bailey over the past few weeks have had a great deal of interest. T Bailey finish their articles this week with some further information about the Fund Managers.
There is also the final chance to win £25 Amazon vouchers. The questions are simple, so well worth looking at.
The winner of the Week 2 competition was John Burrows of Whichers IFA Limited; well done John. [click to continue…]
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As you know T Bailey have been sponsoring a competition over the past few weeks. The competition has had a fantastic response; to everyone who entered thank you.
When T Bailey started their sponsorship they very kindly offered the services of their Chief Investment Officer, Jason Britton to answer any questions that anyone wished to put to him. [click to continue…]
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We have been running articles from T Bailey over the last few weeks which have had a fantastic response.
This week they explain a little bit about their pioneering new fund, ‘T Bailey Growth Lite’.
T Bailey have also been sponsoring a weekly competition to win £25 Amazon vouchers and are doing so again this week. So for your opportunity to win a fantastic prize, just answer the simple questions at the end of this short article. [click to continue…]
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A ‘Peter Taylor’ seems to think so having added the following comment at the end of the IFA Online profile of Cathi Harrison:
Paraplanning:for those who can’t open doors. the future will be full of ‘Chartered planners’or back office advisers who have the time to study, whilst we develop and get to know clients to provide specific sdvice. To all those who create clients and provide tailored advice, I salute you.
Not quite my view and there are some comments in relation to Peter’s view which you can read here. Feel free to add your own.
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The Professional Adviser Awards took place last night and I was kept up to date with events by Dennis Hall via Twitter (thanks Dennis). I have a slight reservation with this type of awards ceremony mainly due to the fact that the winners are declared based on a vote. It could be said that this is a popularity contest and not an objective test of quality although I would like to think that a vote would only be cast based on the quality of the recipient but you never know. [click to continue…]
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Last week we ran an article written by T Bailey giving a very brief introduction to their Chief Investment Officer, Jason Britton and explaining the investment strategy that works best for them.
This week they have followed this up with a short piece about their highly rated Growth Fund. [click to continue…]
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Day 2 of this informative and well received conference is today. I was not able to make it but, due to the wonders of the internet (and Twitter in particular), was able to follow the event throughout yesterday and have written a review together with a list of the main points, tips and links which you can read here.
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As most of you will be aware, it’s always been important to us to try and provide some additional information or an added insight for paraplanners in order to help us all to be as knowledgeable and efficient in our work as possible.
To help with this T Bailey, who have been a supporter of this site for a long time, have agreed to their OBSR ‘A’ rated Growth Fund manager Jason Britton, to run a feature for the next few weeks where readers of the site will be allowed to ask him questions about his fund or how he manages a fund or perhaps fund management in general. [click to continue…]
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We are doing very well today – our league is 15th overall!!! Above some very big fund managers and Stockbrokers. And the CSA. Take from that what you will. [click to continue…]
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