View the article online at http://citywire.co.uk/new-model-adviser/article/a638393
Pipe follows dream to go solo and improve work-life balance
by William Robins on Nov 29, 2012 at 14:12
Paraplanner Julie Pipe has left Berkshire-based Petrus Financial Services to set up her own outsourced service JW Paraplanning.
Pipe (pictured), who has previously worked as both a paraplanner and an adviser, said it had always been her ambition to start her own business.
‘It’s something I have thought about for a while,’ she said. ‘When I was employed and had a steady salary it was a difficult step to make. But it’s also about lifestyle. While I will always be available for advisers, it will let me fit work around my life and work from home.’
Pipe is a certified financial planner and holds the accredited paraplanner qualification from the Institute of Financial Planning. She is currently working towards chartered status.
She said: ‘I have been a paraplanner, an adviser, and I have run a team of 15 paraplanners before. I have had a mixed career which I think prepares me well for the outsourcing role.’
News sponsored by:
Click here to watch a series of sponsored interviews with Jupiter's fund managers on the UK equity market.
Today's top headlines
More about this article:
More from us
- Outsourcing investment: why Petrus Financial Services uses Standard Life Wealth
- IFP sets out ambition to become paraplanner trade body
by William Robins on Apr 17, 2014 at 12:21