Paraplanning Excellence

Schroder's Offices, 1 London Wall Place, London EC2Y 5AU

5 November 2019

Paraplanning Excellence - 5 November 2019

Paraplanning Excellence - 5 November 2019

  • 5 Nov 2019


    Schroder's Offices, 1 London Wall Place, London EC2Y 5AU

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This packed day has been put together in association with Invesco Perpetual and Schroders, two of the most substantial asset managers in the country.

This year will be the 9th annual event bringing together circa 90 investment paraplanners from financial advisory firms across the UK.

The benefits of participating:

  • Strategic engagement - Share best practice 
  • Meet your peers - Networking at the highest level
  • Hear new thinking and explore the latest trends
  • Inspiring insights from external keynote speakers
  • Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you
  • CPD accredited

How does it work?

Paraplanning Excellence is a forum that runs from 8.45am - 4.30pm and made up of a blend of:

  • Keynote sessions geared to encouraging new thinking – typically from outside of the industry;
  • Roundtables – small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely.
  • Plenty of networking opportunities.

Who will be participating?

  • This event will bring together the paraplanners, analysts, technical support etc who support advisers within the financial advisory industry.

What does it cost?

  • This event is free to attend.

For further details please do call Charlie Martin at Owen James on 01483 862693 or email   


 CPD accredited event

cpd accreditation





Schedule of the Day

  • 10:05

    Working session 1

  • 11:05

    Coffee and Networking

  • 11:20

    Working Session 2

  • 12:10

    Working session 3

  • 13:00

    Hot buffet luncheon - more networking!

  • 13:40


    Paraplanning, the future of financial advice and the role of advisers - Cathi Harrison, Para-Sols

  • 14:10

    Working session 4

  • 15:00

    Working Session 5

  • 16:30

    Farewell drinks

Sponsors & partners



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  • Grant Leboff

    Grant Leboff

    Chief Executive Officer, Sticky Marketing Club Ltd

    A thought leader in his field, Leboff’s main focus is to address the massive changes that are taking place in a world that is constantly being introduced to new technologies and an evolving World Wide Web. He continually challenges Sales & Marketing conventions that become accepted wisdom, but don’t necessarily deliver results. Having built a successful direct marketing company, which he started in 2002, Leboff sold it in 2008. As well as undertaking work as a Non Executive Director, he now has a number of other business interests. Sticky Marketing Club® Ltd., is a sales and marketing consultancy providing companies with the strategies to thrive in an increasingly competitive world. Leboff’s Sales and Marketing portal, produces a wealth of resources and information on effective Sales and Marketing for organisations in an ever changing business environment. He is a highly sought after consultant and speaker, and constantly makes presentations at conferences and events all over the world. Leboff is a regular contributor to many business magazines and newspapers. Amongst others, he has been featured in the Daily Telegraph, The Independent, The Financial Times, The Daily Mirror and The Sun. He has appeared on BBC Radio on numerous occasions as well as being featured on a significant number of US radio networks.

  • Cathi Harrison

    Cathi Harrison

    Director & Paraplanner, Para-Sols

    As the owner and Director of Para-Sols Cathi has been at the company since the very beginning! Starting of as a freelance Paraplanner, she has grown the company to where it is today. What makes working at Para-Sols special for her is our clients, “I love our clients; we work with such a great bunch of advisers and I love when we can help support them and we get to see their company grow in turn.” Along the way Cathi has also made sure her knowledge of the industry is second to none, gaining Chartered Financial Planner and Certified Financial Planner Status. She is also a Fellow of the PFS, and sits on their board also providing a voice for Paraplanners across the UK. As part of her commitment to the profession Cathi has also been part of a practitioner panel that has recently put on a round of Purely Paraplanning events across the UK. The events have had a fantastic response; you can read more about them here – Outside of work Cathi likes to keep fit, enjoys reading and spending time with her friends and family. She also likes Archery and gets down to her local Archery club when she can!

  • Michael Joynson

    Michael Joynson

    Head of Market Insights, Invesco

    Based in Henley-on-Thames, Michael is an investment strategist responsible for supporting the activities of the UK sales and marketing teams. He joined the company in September 1999, as a member of the Invesco Perpetual European Equities team. He subsequently joined Citigroup as a global equities strategist in November 2007, before moving to RBC Global Asset Management as a European Equities portfolio manager in November 2009. He returned to our company in September 2013. Michael began his investment career in 1989, joining Fleming Investment Management, where he worked as a portfolio manager on a wide variety of institutional and retail equity and balanced products, with particular emphasis on European and North American equity markets. From 1995 to 1999 he was seconded to Milan and was responsible for the day to day investment management activities of their pension fund joint venture with Generali and COMIT.

  • Stuart Podmore

    Stuart Podmore

    Investment Propositions Director, Schroders Plc

    How to manage rising global political risk in your portfolio? 2016 has proven once again that the geopolitical context of investing can have an impact on client sentiment. Paraplanners and advisers are guiding clients more successfully than ever before – but with pension freedoms there is still plenty of change to explain. Drawing upon market updates and proprietary research, this presentation will reflect upon opportunities in current markets for paraplanners to produce the returns clients so desperately want and need.


Schroders, Schroder's Offices, 1 London Wall Place, London EC2Y 5AU