We're rethinking
paraplanning
We’ve spent years mastering our approach, it defines who we are and is a key reason why clients love working with us and continue to refer us to others.
Who we are
A highly experienced team of passionate people who love what we do, with over 75 years of combined experience across a range of specialisms.
From tax planning to trusts, and sector specifics, our skillset provides a collective source of knowledge.
Your on-hand team
Whilst our values remain central to everything we do, our working practises can be customised to fit you and your clients.
We adapt our methods and approach to seamlessly integrate with you and your business needs – making it easy for you.
People
Our people first approach drives everything that we do. Each person we engage with gets our trust, focus and connection. In short; a human approach.
Quality
Our expertise and experience is our hallmark. Our benchmark is “would this be good enough for my mum?” because our reputation relies on it.
Efficiency
We’ve spent years crafting our processes and systems to enable us to deliver what we say we will. We make it easy for our clients to share work with us and track progress.
Integrity
Our guiding principle, doing good work with great people in order to genuinely improve client outcomes. We work with transparency, openness and decency without compromise.
We put people and authenticity at the heart of everything we do.
Building strong relationships with our clients that lead to the best outcomes for yours. Adaptable, pragmatic yet amenable, we combine our skillsets and adapt our approach to best integrate with you and your team.
We’re rethinking Paraplanning for the way people want to work today.
What our clients say
Engaging the highly qualified and extremely pleasant members of the team to assist with our Annual Suitability Reviews and day-to-day research and reporting transformed our business virtually overnight. Our capacity to service new business enquiries increased significantly and the quality of their input and output has allowed us to provide a consistently high level of financial planning advice to our clients. I wish I’d been introduced years ago!
Paul Catling
Principal | Bowman Financial Planning
Since working together, our advisers have been able to increase the quantity and quality of client contact, making for a truly exceptional client experience. The accuracy and timeliness of the reports is just what we were hoping for.
Adrian Ostler
Financial Planning Manager | Tees Law
Recruiting a true Paraplanner locally was like fishing in a very small pond, and took the pain out of filling the in-house role. Kim has the technical expertise and knowledge to not only put together the strategy and suitability reports but also to provide a sounding board for the Financial Planner. They have fitted in with our processes, and Kim has become an integral part of our Team.
Georgiana Breaban
Strategic Vision Wealth Management
Latest News
Our Leadership Team
Suzanna Pajak
COO
Chartered Financial Planner BA (Hons), APFS
Suz has over 15 years financial services experience, working for national practices and small firms. She has accumulated a wide range of experience in all areas of financial planning, as well as managing teams, and streamlining processes along the way.
Suz is passionate about providing the right advice for the client and loves the technical aspect of financial services.
Ready to get started?
It’s not just what
we do but the way
that we do it