The Paraplanners

What do paraplanners do? Wed 12 Sep 2012

There has been quite a bit of debate around what paraplanners do recently and I'm going to be writing more on this in the future.  In some cases people see the role as simply providing reports after a sale has been made by an IFA.  Report writing can form part of the role but the real value in many cases comes well before any advice has been given.

These tweets posted by Dave Lamb (disclaimer: a client of ours) really capture this very well.  Clearly their PI insurers can also see the value of having another, qualified and expereinced person involved in the advice process.  Thanks Dave.


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