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07/10/2025

We’re delighted to share that ParaPlan Pro is now an Associate Firm of the Personal Finance Society (PFS).

Becoming an Associate Firm demonstrates our commitment to the PFS’s core principles of professional standards, competence, integrity, and client care, and to working collectively to raise public trust in financial planning and advice.

This recognition reflects the values that underpin everything we do: acting in our clients’ best interests, maintaining the highest professional standards, and continually developing our knowledge and expertise.

We’re proud to align ourselves with the PFS vision of Standards, Professionalism, and Trust, and to play our part in strengthening confidence in our profession and the importance of financial wellbeing.

08/09/2025

We asked one of our new clients to complete a short feedback questionnaire after supporting them on a few cases, and the results were really encouraging!

Outsourcing to an external paraplanner can feel like a big step, so we always make sure firms feel supported, listened to, and confident in the quality of our work.

Feedback highlights:

✅ Accuracy & technical quality: Excellent
✅ Turnaround times: Excellent
✅ Communication & responsiveness: Excellent
⭐ Overall satisfaction: Very satisfied
📊 NPS: 10 – Extremely likely to recommend

What they found most helpful:

“Good technical knowledge, prompt turnaround times, acting as an objective sounding board.”

If your firm is considering outsourcing to an external paraplanner, we’d be happy to share how we support businesses like this to deliver great outcomes for their clients.

📩 Send us a message or visit our website to find out more.
🔗 www.paraplanpro.co.uk

19/08/2025

Pleased to share that I'm now a Chartered Member of the CISI 🎉

This recognises not just technical knowledge and prior qualifications, but also years of hands-on industry experience, a commitment to ongoing professional development, and meeting the highest ethical standards.

It's an important marker for me, and hopefully reassurance for those I work with that the support they receive is backed by proven expertise and a genuine commitment to the profession.

Now for the double charter!

11/08/2025

Ready for another productive week at ParaPlan Pro.

Last week was a particularly exciting one. We onboarded two new clients, both of whom are a great fit for how we work, and just as importantly, they share our view of what proper financial planning should look like.

• Thoughtful cashflow modelling
• Clear, well-reasoned recommendations
• A focus on outcomes, not outputs

Encouragingly, both came to us looking for more than just an extra pair of hands. They wanted someone to test their thinking, offer a second view, and add real strategic input to their planning.

One of them put it perfectly following a discussion we’d had about a particular case:

“When we discussed our professional relationship/wanting someone to be an objective sounding board with analysis, this is exactly the sort of level we're after - it's great! I appreciate all your work on this so far.”

25/07/2025

Last week I ran a coaching session for two advisers working towards CAS at their firm.

We covered all things Suitability Reports. The rules and the regs, the dos and the don’ts and how to structure the advice clearly and compliantly.

But more than that, we focused on tone and soft skills.

💬 How to speak in the client’s language
🧠 How to build understanding, not confusion
🗣️ How to deliver recommendations clearly and confidently
🤝 And how to make technical stuff feel simple and human

We had some cracking questions and even better conversations.

And yes... I was absolutely chuffed to receive this feedback! 🙌

17/07/2025

☀️ It’s that time of year again...

If you or your team are taking a well-earned break this summer but still want to keep your pipeline moving while you recharge, we’re here to help!

We offer flexible Paraplanning support that you can tap into, as and when you need it, to keep your workflow ticking over.

If you’d like some support over the summer months, we’d love to hear from you.

📩 Send us a message or visit our website to find out more
🔗 www.paraplanpro.co.uk

01/07/2025

It’s hard to believe it’s already been three months since I launched ParaPlan Pro. Time has flown, and I’ve been reflecting on what’s been a busy, challenging, and incredibly rewarding start.

I’ve been fortunate to work with eight fantastic firms so far, and completed over 100 cases. From pension transfers and new investments to complex estate planning, cashflow models, and a handful of platform and CIP reviews.

The variety has reminded me exactly why I love paraplanning: every case brings new questions and the chance to simplify complexity.

A few early reflections:

✔️ Flexibility is essential. No two firms work the same way.
✔️ Clear expectations and quick responses keep cases moving.
✔️ Quality builds trust quickly.

I’m grateful to those who trusted me from the outset, and for the conversations and feedback that have helped shape ParaPlan Pro so far.

If you’re an adviser who might need extra technical support, feel free to message me. I’d be glad to chat about how I can help.

Again, thanks to all those who have been incredible with their support! Here’s to the next three months, and time for a quick beer, I think! 🍻

23/04/2025

It’s been a busy few weeks at ParaPlan Pro, supporting advisers with a range of technically complex and high value cases. From investment restructuring and estate planning to pension analysis and protection planning - there’s been plenty of variety.

📊 Cashflow modelling & portfolio restructuring for a UHNW client
🛡️ Protection & investment planning for a significant IHT liability
🔁 Pension consolidation advice for a client with legacy plans
🧾 NHS pension analysis to assess accrual & AA headroom
🏛️ Estate planning using a discounted gift trust

These weren’t straightforward cases. They required detailed analysis, careful positioning, and clear but comprehensive suitability reports. All of which we delivered efficiently, and with ease.

If you're working with complex clients and need experienced, reliable paraplanning support, we’d love to hear from you.

📩 [email protected]
🌐 www.paraplanpro.co.uk

16/04/2025

Why Partner with ParaPlan Pro?

We understand that delivering great advice takes time. Suitability reports, investment research, cashflow modelling – it all adds up.

That’s where ParaPlan Pro comes in.

We support advisers by taking care of the technical workload, so you can focus on client relationships, business development, and delivering great outcomes.

Here are five reasons firms choose to work with us:

⏱ We help you spend more time with your clients
📚 We have technical expertise you can rely on
🤝 We operate as a seamless extension of your team
⚖️ We provide flexible support, when you need it
🔐 Our systems and controls are designed with data security in mind

Focus on your clients, we’ll handle the rest.

If you'd like to explore how ParaPlan Pro can support your firm, we’d love to hear from you.

📞 0203 488 2118
📧 [email protected]
🌐 www.paraplanpro.co.uk

04/04/2025

Tax Year End: completed it, mate. ✅

From last minute ISA and pension contributions, to VCT applications flying out the door the morning of the deadline, we’ve been right in the thick of it, making sure nothing slipped through the net.

Massive shout out to all the planners and paraplanners powering through this week! Time to breathe (for a minute) before the next wave hits. 💼☕

21/03/2025

Every client, regardless of wealth, should see a cashflow model before making a major financial decision.

Too many clients make financial choices without fully understanding the long-term impact. They focus on what’s in front of them, how much they have today, how the market is moving, what they heard in the news, instead of looking at the bigger picture.

Financial planning isn’t just about numbers. It's about clarity, confidence, and making informed choices. Yet many struggle to picture how their income, assets, and spending habits will impact the long term sustainability of their money.

That's why we believe cashflow modelling is vital 💡

✔ It turns abstract concepts into real-life projections
✔ It removes short-term decision-making bias
✔ It helps answer the biggest financial questions
✔ It helps to validate the suitability of your advice

Without it, clients are more likely to let emotions, instead of logic, drive their decisions, creating the perfect environment for costly mistakes.

📊 Do you think cashflow modelling should be standard for every client? Drop your thoughts below! 👇

Address

Silverstream House
London
W1T6EB

Telephone

+442034882118

Website

http://www.paraplanpro.co.uk/

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