About The Nomad Paraplanner

Why hire me as your Paraplanner?

Currently residing in Vancouver Canada, 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.

Please get in touch and let me know how I can help you.

Mark Underdown | DipPFS, IMC, PCIAM

Freelance Paraplanner, The Nomad Paraplanner

Qualifications

I have studied for a wide range of professional financial qualifications. They provide a broad understanding of the products and techniques used when managing 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 Paractice

  • 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

Protection

  • Life and Critical Illness Term Assurance
  • Income Protection
  • Business Key Person Cover
  • Whole of Life and Gift Inter Vivos for IHT Planning

Let's Work Together

Please get in touch and let me know how I can help you.