About us

It’s the people that make a business what it is and our company is no different – our clients and team mean everything to us. We strive together and achieve together, working on our mission:

“To give great service, lead the financial services industry in innovation and have some fun doing it.”

Simple but powerful – and seen in all aspects of our work on a day to day basis, supporting our wider vision of being bold, confident and introducing new ways of working together within the ever-changing financial services sector. With over 12 years in the business and as one of the largest outsourced paraplanning companies in the UK, we’re well versed in providing world-class quality and supporting our clients. No matter the size of your business or the challenges you may be facing, we can help.

Values and behaviours.

We’re incredibly proud of our culture and have invested a great deal of time and resource in developing a framework to underpin every element of who we are as individuals, and who we are collectively as a business. How we approach recruitment, how we do business with clients and how we interact as a team are all guided by our company values.

It’s not something we simply pay lip-service to, it’s an integral framework – some would say, our DNA – which governs who we are and how we work.

The values we demonstrate at all times are;

Meet the team.

From technical researchers to paraplanners, parassistants, and amazing administrators, through our team you have access to a whole host of skills and qualifications. Consider them a bolt-on to your company, ready to support you and your clients.

Alex Buckle DipPFS

Paraplanner
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Amy Alderson

Executive Personal Assistant
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Andy Marshall

Parassistant
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Becky Cowen

Paraplanner
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Becky Lockwood

Paraplanner
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Cathi Harrison FPFS

Founder & CEO
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Dan Drummond

Paraplanner
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Ellie Lockington DipPFS

Paraplanner
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Emma Jefferson

Parassistant
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Fran Wigham DipPFS

Paraplanner
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Hannah Douthwaite

Senior Administrator
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Jade Lai

Paraplanner
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James Winship

Paraplanner
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Jenna Mackenzie

Paraplanner
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Jenny Smyth

Marketing Manager
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Jo Campbell DipPFS

Managing Director
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Jodie Hall

Parassistant
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Kate Hall DipPFS

Lead Paraplanner
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Kay Kendall

Parassistant
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Kim Binks DipPFS

Client Director
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Matthew Greenwood

Parassistant
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Michael Cooke DipPFS

Paraplanner
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Natalie Bell

Consultant Director
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Natalie Parkin

Parassistant
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Nicole Hastings

Paraplanner
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Owen Boyd DipPFS

Paraplanner
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Peter Rhoden DipPFS

Lead Paraplanner
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Rachael Wilson APFS

Lead Paraplanner
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Sophie McIntosh DipPFS

Paraplanner
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Sophie Wilkin

Parassistant
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Sunaina Khaylar

Paraplanner
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Tom Wilkinson

Paraplanner
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Alex Buckle DipPFS

Paraplanner
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Becky Cowen

Paraplanner
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Becky Lockwood

Paraplanner
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Dan Drummond

Paraplanner
View Bio

Ellie Lockington DipPFS

Paraplanner
View Bio

Fran Wigham DipPFS

Paraplanner
View Bio

Jade Lai

Paraplanner
View Bio

James Winship

Paraplanner
View Bio

Jenna Mackenzie

Paraplanner
View Bio

Kate Hall DipPFS

Lead Paraplanner
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Michael Cooke DipPFS

Paraplanner
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Nicole Hastings

Paraplanner
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Owen Boyd DipPFS

Paraplanner
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Peter Rhoden DipPFS

Lead Paraplanner
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Rachael Wilson APFS

Lead Paraplanner
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Sophie McIntosh DipPFS

Paraplanner
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Sunaina Khaylar

Paraplanner
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Tom Wilkinson

Paraplanner
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Andy Marshall

Parassistant
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Emma Jefferson

Parassistant
View Bio

Hannah Douthwaite

Senior Administrator
View Bio

Jodie Hall

Parassistant
View Bio

Kay Kendall

Parassistant
View Bio

Matthew Greenwood

Parassistant
View Bio

Natalie Parkin

Parassistant
View Bio

Sophie Wilkin

Parassistant
View Bio

Cathi Harrison FPFS

Founder & CEO
View Bio

Jo Campbell DipPFS

Managing Director
View Bio

Kim Binks DipPFS

Client Director
View Bio

Natalie Bell

Consultant Director
View Bio

Amy Alderson

Executive Personal Assistant
View Bio

Jenny Smyth

Marketing Manager
View Bio