Important Notice: Essential system upgrades will be taking place over the weekend of 10-12 April. During this time orders being placed over the phone, and via our website may be subject to delays in processing. This includes purchasing a post results review of marking and examination resit.
We apologise for any inconvenience caused.
Meet the PFS Paraplanning Panel
Meet your PFS paraplanners, who dedicate their time, to improving your member offering.
Please do engage with our paraplanning panel to learn more about what the PFS delivers for paraplanner members.
Alan Gow
Panel Co-Chair
Paraplanner of Argonaut Paraplanning
I’m one of the directors at Argonaut Paraplanning, a multi-award winning outsourced firm which I set up in 2011. I’ve been on the panel for about 10 years and it’s helped force me to challenge myself, getting involved in things I never thought I’d do, like presenting online and speaking on stage. I’m the current Chair of the panel and have overseen projects such as producing our Suitability Report Writing Guide. I help find interesting speakers and informative topics for our Paraplanner Lab webinar series and the Purely Paraplanning Conference. My passion is bringing Suitability Reports out of the dark ages, focusing on consumer duty and client understanding.
Hannah Wynick
Panel Co-Chair
Founder and Managing Director of Core Financial Paraplanning Limited
I have been an outsourced Paraplanner for over 14 years’ experience, founding Core Financial Paraplanning Limited in 2011.
I was honoured to be named Director of the Year at the 2023 Yorkshire Financial Awards and Team Leader of the Year at the 2024 Professional Paraplanner Awards—recognition that means a great deal to me and my team.
I joined the PFS Paraplanning Panel in 2023 as I felt that I had so much to say on the subject. I have always felt that empowering new paraplanners was of the upmost importance, especially in the outsourced space, and as such, I have been involved in creating the PFS Guide to Paraplanning.
For me, an important part of being on the panel is that I get to work with people who push me (in the best way) but also motivate me to be a better Paraplanner. It has also allowed me to be involved in some great initiatives such as the Purely Paraplanning conferences
Phil Greenwood
Head Of Technical Consulting at EQ
I’m Phil, I’m a Fellow of the PFS and have been paraplanning in various guises for over 10 years, the last 7 have been heading up paraplanning departments and getting quite heavily involved in how the company operates on a wider basis; from process, to training, to technology and most things in between. Through this I’ve seen first-hand how pivotal paraplanners have become. I am focussed on helping to define the scope of the role and providing guidance to the paraplanning community on best practice. I am passionate about paraplanning as a profession and would love to help provide the next generation of paraplanners a solid foundation to build their careers on.
Sophie Brown
Head of Paraplanning at Ward Goodman
I entered the financial services industry in 2018 after completing a placement year as part of my university degree and was offered a Trainee Paraplanner position. I have since completed my diploma as well as other exams including Trusts, Long Term Care Planning and Equity Release and am currently working through the AF exams on the road to chartered.
I am passionate about getting younger people into the industry and am excited to be on the paraplanning panel to highlight further what a fantastic career route paraplanning and financial services is.
James Mullarkey
Senior Paraplanner
Handelsbanken Wealth & Asset Management
I’m a Senior Paraplanner with 10 years’ experience across both small and large firms, independent and restricted. Over the years I’ve seen first-hand how instrumental Paraplanners are to delivering high-quality advice.
Alongside my core Paraplanning role, I’ve been heavily involved in improving processes, developing templates, strengthening quality standards and exploring better use of MI and automation to improve efficiency without compromising on quality. I’ve experienced many of the common challenges Paraplanners face including throughput pressure, adviser dynamics and maintaining standards which has given me a strong interest in raising awareness of the true scope and value of the role.
I’m passionate about developing Paraplanning as a profession. I’m particularly keen to help champion Paraplanners’ voices, support best practice, and contribute to initiatives that build the Paraplanning community. I look forward to sharing practical insights and help guide Junior Paraplanners get a good start in the job that has given so much to me.
Nicola Sturgess
Outsourced Paraplanner
LRO Financial Consultancy
Having joined the financial services industry eighteen years ago, Nicola has held many roles including Portfolio Manager, Investment Analyst, Financial Planner and ultimately, Paraplanner. Nicola moved from being an in-house Paraplanner to an out-sourced Paraplanner at the start of 2026, offering this service through her own business, LRO Financial Consultancy. Nicola enjoys the technical aspects of the role as well as the variety that working with different teams and advisers brings.
Sam Harvey
Senior Paraplanner
Christie Financial Planning
I first started in financial services in 2012, working for an insurer, before changing the path to pensions and then into IFA firms in 2019. I have been a paraplanner since 2021, and since then I have also worked as a financial planner, however I have found my home in paraplanning! I currently hold PFE(PIP), DipPFS, CertPFS (Securities) and Cert CII (FS) along with Long Term Care Planning and I am well on my way to becoming a Chartered Financial Planner.
I am so passionate about my job, and training and mentoring others to be the best they can in their role. I firmly believe that paraplanning is such an exciting and ever-changing career to be in and not just treated as a stepping-stone to advice.
I’m a huge advocate of looking after your mental health and I’m a qualified mental health first aider. I also believe in supporting neurodiversity and disability accessibility in the workplace, being both neurodiverse and having a physical disability myself. I live in central Scotland and I am an avid reader, as well as a huge Formula 1 fan!
Rajveet Kaur Kang
Development Manager for Paraplanners at Chase de Vere
I’m a Development Manager for Paraplanners at Chase de Vere, where I lead the training, capability development and progression of our paraplanning team. I specialise in paraplanning operations, process improvement and structured learning, designing programmes that enhance quality, consistency and regulatory understanding across our team. I’m particularly committed to supporting the next generation of paraplanners and creating inclusive environments where individuals feel empowered to develop their skills and thrive.
As a member of the PFS Paraplanning Panel, I’m excited to contribute to initiatives that strengthen technical standards, support professional development and help build a confident, connected and future ready paraplanning community.
Mark Tan
Founder of PRISM.T
I’m a Chartered financial planning professional with a background in tax, technical advisory and complex case analysis. Before moving into financial planning, I worked at HMRC and later at Grant Thornton as a Chartered Tax Adviser.
I specialise in supporting advisers and paraplanners on technically complex scenarios, including advanced pension planning, tax-efficient structuring, trusts and intergenerational wealth strategies.
I founded PRISM.T to provide structured technical support and training to firms navigating increasing legislative and structural complexity, helping to reduce risk, strengthen decision-making and raise internal technical standards.
As a member of the PFS Paraplanner Panel, I’m passionate about elevating the role of paraplanning within the profession. I strongly believe paraplanners play a critical role in shaping high-quality advice, and I’m committed to promoting technical excellence, collaboration and continued professional development across the community.
