Our story

As the saying goes, ‘from tiny acorns, mighty oaks grow’. We’re proud of our history and take great pleasure in sharing our journey so far.

Timeline

2009

2009

Para-Sols was created on 1st June 2009 by Founder & Director, Cathi Harrison. She believed the industry would benefit from an outsourced solution – one where advisers had access to much needed paraplanning support on a flexible basis and without the long term commitment.

Timeline

2010

Cathi was twice hailed for her bravery in sacrificing a secure job in the midst of a recession to go it alone as was named Young Entrepreneur of the Year at both the Women into the Network Awards (WIN) and Shell LiveWIRE – her first two of more awards to come.

2010
Timeline

2011

2011

With an ever-increasing client list, we embraced our company value of ‘Innovation’ and designed and built our own bespoke case management system. Rise was launched, improving our efficiency and giving our clients full transparency on their projects and their account status.

Timeline

2012

Now qualified as a Chartered and Certified Financial Planner, Cathi was awarded her first industry related award – Paraplanner of the Year at the Professional Adviser Awards.

2012
Timeline

2013

2013

With a now extensive client list, we recruited our first Client Relationship Manager, Kim Binks as part of our ongoing commitment to supporting our clients with a full range of services from onboarding to ongoing reviews.

Timeline

2014

Cathi is appointed to the board of the Personal Finance Society (PFS) which marks the first ever Paraplanner representation to the board and Cathi’s first official role outside of  the company. She later finishes her term in 2017.

2014
Timeline

2015

2015

We penned our five-year growth plan and started to see it come to fruition in this year. The team had grew to 8 members of staff, which included our first intern Grant Callaghan completing his two-year graduate training, and we moved to larger premises within Lingfield House to accommodate our future growth plans.

Timeline

2016

Great advocates of creating a company culture which both works hard and plays hard, we opened our first ‘Para-Pub’ – a social space for the now team of 10 to enjoy some down-time on the busy days and unwind at the end of the working week together.

2016
Timeline

2017

2017

We overcame our recruitment challenge and launched the industry’s first paraplanning specific graduate training programme – The Grad Scheme – designed and delivered by our Leadership Team. In the first half of the year, our team increases to 17 members of staff and we move to new premises to accommodate yet more planned growth.

Timeline

What’s next?

We’ve been horizon-scanning the industry and are currently hard at work designing a new solution which we plan to launch in Autumn 2017. Watch this space!

Timeline

2009

2009

Para-Sols was created on 1st June 2009 by Founder & Director, Cathi Harrison. She believed the industry would benefit from an outsourced solution – one where advisers had access to much needed paraplanning support on a flexible basis and without the long term commitment.

Timeline

2010

2010

Cathi was twice hailed for her bravery in sacrificing a secure job in the midst of a recession to go it alone as was named Young Entrepreneur of the Year at both the Women into the Network Awards (WIN) and Shell LiveWIRE – her first two of more awards to come.

Timeline

2011

2011

With an ever-increasing client list, we embraced our company value of ‘Innovation’ and designed and built our own bespoke case management system. Rise was launched, improving our efficiency and giving our clients full transparency on their projects and their account status.

Timeline

2012

2012

Now qualified as a Chartered and Certified Financial Planner, Cathi was awarded her first industry related award – Paraplanner of the Year at the Professional Adviser Awards.

Timeline

2013

2013

With a now extensive client list, we recruited our first Client Relationship Manager, Kim Binks as part of our ongoing commitment to supporting our clients with a full range of services from onboarding to ongoing reviews.

Timeline

2014

2014

Cathi is appointed to the board of the Personal Finance Society (PFS) which marks the first ever Paraplanner representation to the board and Cathi’s first official role outside of  the company. She later finishes her term in 2017.

Timeline

2015

2015

We penned our five-year growth plan and started to see it come to fruition in this year. The team had grew to 8 members of staff, which included our first intern Grant Callaghan completing his two-year graduate training, and we moved to larger premises within Lingfield House to accommodate our future growth plans.

Timeline

2016

2016

Great advocates of creating a company culture which both works hard and plays hard, we opened our first ‘Para-Pub’ – a social space for the now team of 10 to enjoy some down-time on the busy days and unwind at the end of the working week together.

Timeline

2017

2017

We overcame our recruitment challenge and launched the industry’s first paraplanning specific graduate training programme – The Grad Scheme – designed and delivered by our Leadership Team. In the first half of the year, our team increases to 17 members of staff and we move to new premises to accommodate yet more planned growth.

Timeline

What’s next?

We’ve been horizon-scanning the industry and are currently hard at work designing a new solution which we plan to launch in Autumn 2017. Watch this space!

© Para-Sols 2017. All rights reserved. Para-Sols is the trading name of Paraplanning Solutions Ltd. Registered in England & Wales at Beehive, Lingfield Point, Darlington, DL1 1RW / No: 07636912.

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