Hey there, I’m Sasha. Founder & Chartered Paraplanner

Although I entered financial services over 16 years ago, I fell in love with paraplanning back in 2019 and has been my passion ever since. I have attained the Fellow of the PFS (FPFS) back in 2020 and was privileged to recently win the Professional Adviser magazine ‘Paraplanner of the Year’ for 2022.

Having experience both as an in-house and outsourced paraplanner, I wanted to create a professional paraplanning service which encompasses three important values – time, collaboration and freedom. It was these values that led me to create The Paraplan Project.

When I am not geeking out on financial planning, I love to spend time delivering education workshops to students as an Education Champion for the PFS. I also love walking my two miniature dachshunds, Ned & Sid (who will likely appear in the odd zoom call or two!)

Paraplanning

We have years of experience and knowledge in preparing regulated suitability reports including comprehensive research.

Whilst not an exhaustive list, we can assist with:

 

  • Annual Reviews
  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Cashflow Forecasting
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Consultancy

We provide consultancy services, tailored to your specific firms needs. This can be on an adhoc or ongoing partnership basis.

Whilst not an exhaustive list, we can assist with:

 

  • Internal Process Review
  • Technical Support
  • Investment Research
  • Virtual Client Meetings
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Training

We have years of knowledge & experience which we can use to help you train and develop your own in house paraplanning team.

Whilst not an exhaustive list, we can assist with:

 

  • Recruitment & Onboarding
  • Training & Mentoring
  • Exam Support
  • Suitability Report Reviews
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‘A piece of planned work which is intended to achieve a particular purpose‘ 

– DEFINITION OF A PROJECT –

WE MIGHT BE A GOOD FIT IF… 

01. You value spending TIME with your clients

We are passionate about providing a professional paraplanning service to financial planners who are aligned to our core values, including where the client – your client, is at the heart of all we do.

02. You value COLLABORATION with your Paraplanner

We believe that a financial planner and paraplanner working collaboratively together will provide the best client outcome. 

Whether it’s chatting through a client’s circumstances before sending a case, as its comforting to have a fresh set of eyes with an unbiased view or needing technical assistance on a complex case so its easier to relay back to your client, we are here for you.

03. You value the FREEDOM to tailor your service

We understand the importance of offering a professional paraplanning service which is bespoke to your firms needs, rather than the traditional ‘one size fits all’ service. We can provide you with the freedom to tailor your service to suit your needs now and in the future.

We would love to hear from you!

Please fill out the form below to schedule a chat.

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