From the monthly archives:

September 2011

Wizard Learning & RO6 exam

by Richard Allum on 27 September 2011

Wizard Leaning has once again supported the Paraplanner of the Year by providing the technical assessment and two of the prizes.  We are very grateful and would like to help them by letting you know about some new learning material they have just produced . If you are taking the RO6 exam on 3 October then […]

{ 4 comments }

Paraplanner of the Year 2011

by Richard Allum on 26 September 2011

After coming a very close second in 2009, this year’s Paraplanner of the Year is Gary Tunstall of Brook-Dobson Brear Wealth Management Consultants in Harrogate.  Gary received the highest overall score from the judging panel for his essay and the testimonial received from Andrew Brook-Dobson and also achieved the joint highest score in the technical […]

{ 0 comments }

The Other Side

by Richard Allum on 12 September 2011

Jane Holt has recently joined Paraplan Plus and this blog records her first month as an outsourced paraplanner. I never planned to be a paraplanner. But having outgrown my previous job role of admin person / office manager / sometimes-paraplanner in a small but successful financial planning practice, I was excited as I started work […]

{ 0 comments }