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Paraplanner profile: Richard Simmonds of Alpha Paraplanning

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Paraplanner profile: Richard Simmonds of Alpha Paraplanning

Richard Simmonds - Alpha Paraplanning

Type of paraplanner:

Outsourced

Qualifications:

Cert PFS, working towards level four diploma

Paraplanning since:

2001

Why paraplanning?

I enjoy applying my technical knowledge to a wide range of financial planning issues.

Most challenging aspect of paraplanning:

Dealing with archaic practices of certain financial institutions. The notion of ‘customer service’ from some is frankly laughable. Being outsourced and a ‘one-man band’ is not the most efficient of business models, particularly when it comes to subscriptions for research tools.

Time spent with clients:

I work with IFA firms all over the country and rarely, if ever, get to meet their clients.

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