I’m Head of Proposition at Equilibrium Financial Planning. In plain English, that means I design our advice strategy and make sure we’re positioned competitively, while also ensuring that our team has the frameworks they need to deliver exceptional, holistic financial planning for clients. That involves shaping how we meet client needs; whether that’s refining our advice methodology, designing client experiences, or building the operational infrastructure that differentiates our client experience. I work on proposition architecture, regulatory requirements, and continuous improvement to ensure we stay differentiated as the financial planning profession evolves. I’m equally committed to talent development and the powerful role paraplanners play in delivering client value. As Director and Head of Mentoring at The Paraplanner Club, I’ve worked with the founders to build a nationwide mentorship programme that’s transforming how paraplanners develop strategic capability. I believe that paraplanning is fundamental to holistic planning, and this shapes how I design propositions and build teams. I believe the profession’s greatest untapped asset lies in recognising and developing talent beyond traditional financial planner routes. I’m also a member of the PFS POWER Panel, where I’m excited to share insights from my experiences working with both paraplanners and financial planners, and to champion the vital role paraplanners play in delivering exceptional financial planning outcomes.