Experience

Virtual Paraplanner

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Accredited Paraplanner

  • Feb 2007 - Present

  Virtual Paraplanner provides outsourced services for IFAs, Financial Planners and Wealth Managers. Services include preparing suitability reports, financial plans and annual reviews. Virtual Paraplanner gives all financial advisers the opportunity to have the support of a Chartered Financial Planner as and when they require without the committment or cost of employing one full time. In summary, we work with firms who want a paraplanner but don’t need one full time. We provide flexible services to suit you and do not charge retainer fees or impose minimum contracts. Our typical clients are: • Growing businesses needing help in servicing their growing client base • Small businesses needing additional resource • Temporary cover – maternity leave or seasonal increases in business Specialities • Suitability Reports and preparation of financial plans • Paraplanner training to develop new and existing support staff • Putting together processes for client reviews Show less



Self Employed

• Harrogate, United Kingdom

• Financial Services Trainer and Speaker

  • Feb 2007 - Present

  Financial Planning Trainer and Speaker – helping Financial Advisers build and maintain knowledge. I have a good knowledge of UK Financial Services and am available to speak to groups and associations on technical and topical financial planning subjects. Financial Planning Trainer and Speaker – helping Financial Advisers build and maintain knowledge. I have a good knowledge of UK Financial Services and am available to speak to groups and associations on technical and topical financial planning subjects.