Entries by Cathi Harrison

Not so Boring Money!

You may have seen Boring Money, the new website launched by Holly Mackay, formerly of The Platforum. The site was created out of Holly’s desire to see financial planning made easier for the general public to understand and follow. Her aim is to remove the stuffiness, jargon and ‘gumpf’ and strip back certain areas of […]

The ever-changing world of financial services

I recently celebrated my fifth anniversary as part of Para-Sols and it has given me cause to reflect upon my time in financial services and how things have changed in that time. As with many of us, I seemed to happenstance across a career in financial services. I was PA to the Director of an […]

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We’re doing a little research!

We have spent quite a bit of time over the years looking into outsourcing, the trends, what works, what doesn’t work and how to continually improve the service we offer. In the past we’ve found some great information gathered by companies such as Deloitte, and even the National Outsourcing Association that we have analysed to […]

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And the award goes to….

Para-Sols are delighted to announce that our very own Jo Campbell has been awarded Best Paraplanner 2016 at this years Money Marketing Awards recently held in London. Jo was shortlisted after attending a panel interview, where she answered questions on her job role, company and the industry. Despite facing stiff competition, Jo and Para-Sols were […]

Meet the team – Simon

In this months meet the team, we quiz our Trainee Paraplanner Simon… Favourite Album… 808s & Heartbreak / Kanye West Favourite Film… Role Models If you were a chocolate bar what would you be… Dairy Milk Caramel Your ultimate holiday destination… Fiji/Samoa (Any Pacific Island really) If you could have one superpower what would it […]

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Outsourcing is the new normal…

“Outsourcing is the new normal”, reads a recent report by Raconteur. Raconteur looks into businesses globally, how they use outsourcing to help them develop and grow and trends in the outsource industry. It concludes that what once might have been considered a dirty word outsourcing has proved the doubters wrong and offers businesses the opportunity […]

PFS Paraplanner Event Round Up

I recently chaired two of the three Purely Paraplanning events that were hosted by the Personal Finance Society. These events were created to provide useful content to paraplanners, as well as encourage them to get together, meet their peers and share ideas. The events were brilliant – our only wish is that we were able […]

Para-Sols goes live on Adviser Store!

Para-Sols are delighted today to announce the launch of a number of their products on Adviser Store, the online shop powered by Clients First. Following recent FCA guidance and commentary on appropriate platform due diligence, and their current analysis of suitability reports, we have been inundated with requests for support in these areas. We already […]