Two Consecutive Wins for Paraplanning Team of the Year

It’s no secret that we love to win. We like to break the mould and be the best at what we do. Our Paraplanning team are no exception and 2018 is turning out to be another ground-breaking year.

Dynamic, visionary and growing quickly, they’re certainly a force to be reckoned with. Manager, Dave Carroll recently talked to Professional Paraplanner magazine about the team’s strengths-based set up and what this means for clients. He said, “it’s about identifying where your strengths and knowledge… It’s about making the process more robust and the experience better for the client.”

It is this client focussed approach that has seen the team scoop the Professional Paraplanner Team of the Year award two years running.

Awarded on 6 June at the Grange St Paul’s hotel in London, the team pipped 3 other shortlisted firms to the post to take home this prestigious award. Following a day of technical seminars from the likes of Andrew Pike of NS&I, paraplanners Codie Smith, Chets Ravalia and Abi Thomas attended the awards presentation and collected the award on behalf of the team.

Read Dave’s full interview in the Professional Paraplanner magazine here.