Posts tagged as:

asset allocation

The thoughts of a Paraplanner

by Martin Vaughan on 22 July 2008

In the course of my work I have often come across things which have made me think. It could be the way you have to deal with certain companies or it could be a change in legislation.This week I have done quite a bit of work on asset allocation within portfolios and this has made […]


Top tips for new Paraplanners

by Richard Allum on 18 April 2008

Elaine commented on the launch of our New Paraplanners post and following my reply has very kindly sent us details of some of the resources which helped her when she was starting out. 1. One of the best tools I ever used was a website called It provides financial calculators (have a look yourself […]