PARAPLANNER

ADAM ROBINSON MSc DipPFS

Office Location

Hertfordshire

I joined DGS in 2022 as an administrator supporting Chartered Financial Planner Ginette Kennedy. This position allowed me to gain valuable knowledge and experience in a support role. This has been further developed with the industry-related exams that I have taken, and in 2025, I was promoted to the role of Paraplanner.

Contact Adam

About Me

I graduated from the University of Sussex in 2018 and started my career in Pension Remediation Calculations before moving into Administration. I worked for an IFA specialising in Cross Border Financial Planning near Bath before joining DGS in January 2022

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Qualifications

R01 – Financial services, regulation and ethics
R02 – Investment principles and risk
R03 – Personal taxation
R04 – Pensions and retirement planning
R05 – Financial Protection
RO6 – Financial Planning Practice
J10 – Discretionary investment management

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Accreditations

MSc Financial Mathematics, Merit with notable modules in:
- Portfolio Analysis
- Corporate Risk Analysis
- Financial & Time Series Econometrics
- Monte Carlo Simulations
- Financial Computing
BSc Mathematics, Second Class Honours with Full Colours

Personal

Outside of work, I am a keen chess player and currently hold the role of Hackney Chess Club Secretary. I play across Hertfordshire, Middlesex and London and volunteer with Chess in Schools and Communities. I also enjoy squash, tennis, cards, board games and hiking.