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:
As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.
Today's top headlines
Alastair Mundy met Citywire's Daniel Grote at the London Stock Exchange Studios for a detailed interview about the Investec Cautious Managed fund.
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
on Jul 24, 2014 at 13:22