04 April 2022
18 December 2023
The Personal Finance Society’s paraplanning panel was established in 2015. It consists of up to eight practising paraplanners.
The panel of volunteers commit their time to assist with the development and communication of skills, techniques, training and good practice in synergy with the Personal Finance Society’s wider programme of continued professional development (CPD). The panel play a key role in building a paraplanning community among the membership and ensure paraplanning interests are represented.
The dedicated panel of expert practitioners who make up the Paraplanning Panel are:
- Alan Gow, Argonaut paraplanning
- Lyndsey Fraser, Rathbones
- Rebecca Tuck, Paradigm Norton Financial Planning Ltd
- Sasha Wakefield, Paraplanning Hub
- Raveen Seethi, Quilter Private Client Advisers
- Scott Buchanan, Principal and Prosper
Get involved - join the Panel
Interested in joining the PFS Paraplanning panel? We're looking for enthusiastic and dedicated practising paraplanners to join our panel. You could play a key role in building the PFS Paraplanning community and ensuring the wider community are supported and their interests represented. If you're interested in learning more and volunteering your time, we'd love to hear from you.
Please note, the last day to apply is Tuesday 4 July, and shortlisted applicants will be invited for a virtual interview Monday 17 - Wednesday 19 July.