Why hire me as your Paraplanner?

Mark Underdown

Founder of Nomad Paraplanner and Small Acorn Money

I have no fixed abode as I travel around the world utilising my macbook to provide remote, flexible and professional services for your business. Separately from Nomad Paraplanner, I am writing a few financial books and developing Small Acorn Money to teach people how to manage their money.

  • Investment Research and Analysis 40%
  • Customer Experience and Understanding 20%
  • Content and Social Marketing 20%
  • Financial Product Research 20%

Professional Qualifications

  • CISI Private Client Investment Advice and Management (Distinction)
  • CFA UK Investment Management Certificate
  • CII J04 Pension Funding Options
  • CII J05 Pension Income Options
  • CII J01 Personal Taxation
  • CII J06 Investment Principles Markets and Environment (Merit)
  • CII R01 Financial Services, Regulations and Ethics
  • IFS CeFA Certificate in Financial Advice
  • IFS CeMap Certificate in Mortgage Advice and Practice
  • IFS CeRGI Certificate in Regulated General Insurance

Going Beyond Official Study

Keen Interest in Financial Topics

I read a broad range of blogs, white papers and books on personal finance and investing as illustrated by the picture of my personal bookcase.

Mobile Office

Technology allows me to work from anywhere. The location of my office may change, but the work will remain consistently at a high level due to the equipment at my disposal.

Wide Range of Experience

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

At Retirement Options

  • Retirement Options Report
  • Capped Drawdown Recommendation
  • Conventional and Enhanced Annuities
  • Flexible Income Annuities
  • Drawdown Ongoing Review Reports

Retirement Planning

  • Pension transfer report
  • Tax relief overview of pension contributions
  • Carry forward of pension annual allowance
  • Defined Benefit pension reviews
  • Divorce Pension Sharing
  • SIPPS to hold Commercial Property
  • QROPS

Investment Planning

  • Investment Portfolio Reviews and Investment Switching
  • Assisted with bulk switching of Discretionary Portfolios
  • Investment Portfolio Factsheet Creation
  • Investment Reports for Trustees to manage Trust Assets
  • Offshore Bonds
  • Change of Investment Platform
  • Transfer Analysis
  • Endowment Policies and With Profits Reviews
  • Junior ISAs

At Retirement Options

  • Retirement Options Report
  • Capped 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

If you are interested in working together, please get in touch today. I’d be delighted to hear from you.

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