SPEAKERS

Session: Bridging the time gap: Turning problems into progress
Time: 12:10 PM – 12:40 PM
Location: Trinity Rooms 4-5

I’ve been Paraplanning for the past four years and became a Fellow and Chartered with the Personal Finance Society in 2022. Having won the Professional Paraplanner of the Year Award in 2024 and been awarded Highly Commended in the Paraplanning Team Leader of the Year with them for 2025, I have a strong passion for the profession. I joined the PFS Paraplanning Panel to raise the profile of the profession, as well as to champion the education of the profession both within Schools and also new entrants to the industry. Having joined the PFS Paraplanning Panel in August 2024 as one of the newer members, I want to really help drive the good standards of all the fantastic initiatives including both the Suitability Report Writing Guide and Paraplanner Labs Sessions. I live in Horsham with my wife and young son and enjoy both reading and keeping healthy in my spare time

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