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Paraplanners are key to success, says Bradbury Hamilton

Bradbury Hamilton is calling for more firms to incorporate paraplanners into their business to keep the advice market healthy and businesses in profit.

The London-based company says a number of IFAs still regard paraplanners as too costly despite them being “instrumental” to the success of any firm.

Bradbury managing director Sheriar Bradbury says while experienced paraplanners are seriously “underutilised” those firms who use them will be the ones to ride out the economic storm.

He says: “The financial advice process in the UK is going through considerable change and the winning proposition for successful firms of the future will mean providing the client with ongoing service and quality advice from well qualified advisers who only advise. Firms will be able to do this through the prudent use of paraplanners. Those that don’t may struggle to survive.”


I rest my case

I had intended to write about trust, looking at Aifa’s recent document on how to rebuild the public’s trust in financial services institutions.

US equity income: the standout market

By James Hackman, head of US Equities at Neptune With a growing dividend market, very low payout ratios and high dividend cover, the US is one of the standout equity income markets globally. It is also one of the most unloved. James Hackman, manager of the top-performing Neptune US Income Fund, highlights six key facts […]


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