About The Nomad Paraplanner

Why hire me as your Paraplanner?

Based from Javea/Xabia, Spain, I can provide remote and flexible paraplanning services for your business.

Separately from Nomad Paraplanner, I am building a few customer facing brands; Small Acorn Money and Wealth Beyond Borders.

Each of these projects involve creating financial related books and content, all of which is broadening my knowledge and skills that can benefit your business.

Let me know how I can help you by getting in touch.

Mark Underdown | DipPFS, IMC, PCIAM

Freelance Paraplanner, The Nomad Paraplanner

Qualifications

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

Experience

I have the following experience that will help provide a high level of service for your business.

Financial Planning

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 Planning

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
Transfer Analysis
Endowment Policies and With Profits Reviews
Junior ISAs

Retirement Planning

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
Drawdown Recommendation
Conventional and Enhanced Annuities
Flexible Income Annuities
Drawdown Ongoing Review Reports

Service Guide

Below is the link to my full service guide