Welcome to The Paraplan Project

Founded by award-winning Chartered Paraplanner Sasha Wakefield, The Paraplan Project provides expert paraplanning support designed to help financial advisers deliver exceptional client outcomes with confidence and clarity. Built on the values of trust, collaboration, and care, our team works as a seamless extension of your business, handling the detail so you can focus on what matters most.

Paraplanning

We have years of experience and knowledge in preparing suitability reports, and 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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Adminstration

Looking after the time-consuming administrative details so your day feels calmer and more manageable.

Whilst not an exhaustive list, we can assist with:

Internal Process Review

  • Technical Support
  • Investment Research
  • Virtual Client Meetings
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Operations

Untangling the operational challenges that slow you down, streamlining your processes and creating simple, effective procedures.

This can be on an adhoc or ongoing partnership basis.

 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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