Paraplanning in action: a case study featuring Creative Wealth Management
We’re very happy to have worked with IFA Magazine recently on a case study explaining how the role of Paraplanners is so vital to the service our Financial Planners provide to clients. As we approach out 10th anniversary, our team of Financial Planners look after more than 400 individual clients, with over £1.3 billion of funds under advice, and so much of what we do relies on the support provided through the important role of Paraplanners.
To find out more, and see the team, click here.
Neil Gough is Creative Employee Benefits’ Client Services Director, responsible for the delivery and maintenance of all Client Service standards. He also heads up the communications strategy for the group and has extensive experience in pensions. Married with two teenagers, Neil loves the great outdoors and when not at work he can normally be found running, cycling or camping in a field.