Paraplanning Panel
Publication date:
04 April 2022
Last updated:
04 April 2022
The Personal Finance Society’s paraplanning panel was established in 2015 and is made up 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.
Panel Members
The dedicated panel of expert practitioners who make up the Paraplanning Panel are:
- Caroline Stuart, Sparrow Paraplanning (Chair)
- Alan Gow, Argonaut paraplanning
- Catherine Esland, HFMC Wealth
- Martin Green, Fairstone Group Ltd
- Lyndsey Fraser, Rathbones
- Rebecca Tuck, Paradigm Norton Financial Planning Ltd
- Sasha Wakefield, Paraplanning Hub
Get involved
We welcome new panel member applications, as positions become available. This opportunity will be communicated out to all Personal Finance Society members in due course.
To pre-register your interest in the panel, please email megan.miller@thepfs.org
