BW Outsourced Paraplanning Limited
Specialising in providing first-class outsourced paraplanning support services to financial advisers, wealth managers, and IFAs. With a commitment to excellence, I am dedicated to supporting you and helping your practice or firm be the best it can be in financial planning, pensions, investments, protection, tax planning, and ISAs.
Highly Experienced
I have over 35 years of experience in financial services.
Dedicated Services
I have a small client bank, therefore I am able to concentrate on your individual needs.
Transparent
No hidden payments, no surprise increases, 100% safe.
Great Support
I'm available for one-to-one support at a time that suits you.
About Me
Paraplanning Support Services You Can Trust
With over 35 years of experience in financial services and roles that have honed my skills as a financial adviser, compliance officer, and paraplanner – both in-house and outsourced – I have a comprehensive background in financial planning. My career includes positions at Nationwide Building Society, Santander, Lloyds Private Banking, Co-Operative Bank, and Halifax, as well as smaller IFA firms and outsourced paraplanning companies.
Services
Explore What I Offer
I have a small client bank, therefore I am able to concentrate on your individual needs. I am not VAT registered and never will be, so you can expect a high quality of work for a fair price.
Suitability Report Writing
Tax Calculations
Cash Flow Modelling
Carry Forward Calculations
Why Choose Me
Get Expert Paraplanning Support.
Having onboarded clients for outsourced paraplanning companies, I understand the complexities and anxieties of using an outsourced service. I work closely with you to ensure minimal disruption and add value, with a no-problem-too-big attitude, as long as we maintain an open and honest dialogue about your needs and what I can offer. My business ethos is to provide superior, personalised, and dedicated paraplanning services, using my extensive knowledge and experience.