We’re supporting the Paraplanners Assembly

We know that Paraplanners are crucial to the financial planning process.

So we’re supporting the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things.

Get to know the Paraplanners Assembly

Introducing the Magnificent Five

We’re working with the Paraplanners Assembly to create this series because we believe you’re the backbone of financial planning. You’ve got an amazing level of technical knowledge and we want to support you in the ever changing financial landscape.

And better still – all the sessions are CPD accredited!

Online Assembly 4 – Building and Managing your SRI/ESG Strategy

Recap

Watch King & Shaxson’s Craig Hart, Paradigm Norton’s Clémence Chatelin, Ascentric’s Sean Hawkins and the Assembly’s Richard Allum discuss:

How to comply with MiFID2 and FCA requirements
Tips on how to raise and discuss this with clients
How to research this area
The compmromises clients might have to make
A paraplanner’s experience of building a firm’s process and strategy.

And don’t forget the session is CPDable – answer our questions to get your certificate.

Take the CPD

Event Speakers

Sean Hawkins

Strategic Partnerships Manager, Ascentric

My focus is helping our users to shape and deliver their investment propositions within the wider context of their client offerings.

Working in particular with DFMs and fund managers to increase our services and product options.

Craig Hart

Relationship Manager, King & Shaxson

Craig has over 30 years experience of financial markets. He joined King and Shaxson’s ethical fund management team in 2012 with a focus on the platform proposition. He believes in investing in companies that are challenging and changing historic practices and making the world a better place.

Clémence Chatelin

Senior Financial Planner, Paradigm Norton

Clémence has a passion for finance and sustainable business. She specialises in sustainable investing opportunities and is a member of Paradigm’s investment committee leading the development in this area.

Richard Allum

Managing Director, The Paraplanners

In additional to his day job with outsourced paraplanning business The Paraplanners, Richard is one of the founding volunteers of the Paraplanners Assembly.