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Paraplanning has become a profession in its own right, according to XXX. Speaking at the fifth annual Chartered Symposium, hosted by St James’s Place, she said in the past paraplanning was seen as a steppingstone into financial planning.

City ofUnited kingdomCarla brownNicola crosbieImperial college londonEuropean financial planning associationYear callumOakmere wealthChartered symposiumCallum hamiltonTweed wealthAnderson financial managementChartered firmMoran wealth managementChartered financial plannerImperial college