TheParaPlan
Hi all — I’m a Diploma Qualified Paraplanner, who isn’t far
Off the chartered status, based in Lancashire with extensive experience across the full range of advice scenarios: pension transfers, drawdown, PCLS, onshore bonds, ISA/GIA work, and more.
I run a specialist outsourced report writing service and have capacity to take on ad hoc work for FCA-authorised firms on a flexible basis. Fast turnaround, compliant output, and no long-term commitment required at a competitive rate.
If you’ve got a backlog and may require some assistance please feel free to DM me or email me on Hello@theparaplan.con
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Hi all — I’m a Diploma Qualified Paraplanner, who isn’t far
Off the chartered status, based in Lancashire with extensive experience across the full range of advice scenarios: pension transfers, drawdown, PCLS, onshore bonds, ISA/GIA work, and more.
I run a specialist outsourced report writing service and have capacity to take on ad hoc work for FCA-authorised firms on a flexible basis. Fast turnaround, compliant output, and no long-term commitment required at a competitive rate.
If you’ve got a backlog and may require some assistance please feel free to DM me or email me on Hello@theparaplan.conJune 11
