Based in Southend on Sea, Essex, I can provide remote and flexible paraplanning services for your business.
I am also available to work in-house on a per-day basis if you are located in Essex, London or Kent.
With level 6 qualifications and diverse experience, I can help you keep your clients happy and your business running smoothly.
Let me know how I can help you by getting in touch.
With a wide range of professional financial qualifications, I have a broad understanding of the products and techniques used to manage client’s personal finances.
CISI Private Client Investment Advice and Management (Distinction)
CFA UK Investment Management Certificate
CII JO4 Pension Funding Options
CII JO5 Pension Income Options
CII J01 Personal Taxation
CII J06 Investment Principled, Markets and Environment (Merit)
CII RO1 Financial Services, Regulations and Ethics
IFS Certificate in Financial Advice
IFA Certificate in Mortgage Advice and Practice
IFA Certificate in Regulated General Insurance
I have the following experience that will help provide a high level of service for your business.
Cash flow planning with Voyant and Cashcalc
Overall financial planning reports
Big life choice analysis and reports (sale of business, inheritance of large capital sums, when to retire etc.)
Investment Portfolio Reviews and Investment Switching
Investment Reports for Trustees to manage Trust Assets
Offshore Bonds for Estate Planning
Investment Portfolio Factsheet Creation
Change of Investment Platform
Endowment Policies and With Profits Reviews
Pension transfer reports
Defined Benefit pension reviews
Divorce Pension Sharing
Tax relief overview of pension contributions
Carry forward of pension annual allowance
SIPP to hold Commercial Property
At Retirement Options
Retirement Options Reports
Conventional and Enhanced Annuities
Flexible Income Annuities
Drawdown Ongoing Review Reports
Below is the link to my full service guide