I have been an outsourced Paraplanner for over 14 years’ experience, founding Core Financial Paraplanning Limited in 2011.

I was honoured to be named Director of the Year at the 2023 Yorkshire Financial Awards and Team Leader of the Year at the 2024 Professional Paraplanner Awards—recognition that means a great deal to me and my team.

I joined the PFS Paraplanning Panel in 2023 as I felt that I had so much to say on the subject.  I have always felt that empowering new paraplanners was of the upmost importance, especially in the outsourced space, and as such, I have been involved in creating the PFS Guide to Paraplanning.  

For me, an important part of being on the panel is that I get to work with people who push me (in the best way) but also motivate me to be a better Paraplanner.  It has also allowed me to be involved in some great initiatives such as the Purely Paraplanning conferences