New Model Adviser - For Professional Investors

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Paraplanner profile: Richard Simmonds of Alpha Paraplanning

1 Comment
Paraplanner profile: Richard Simmonds of Alpha Paraplanning

Richard Simmonds - Alpha Paraplanning

Type of paraplanner:



Cert PFS, working towards level four diploma

Paraplanning since:


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.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Comment & analysis