HANDLING THE DETAIL
EMPOWERING YOUR FOCUS
The Paraplan Project was founded by Sasha Wakefield, a Chartered Paraplanner with nearly 20 years’ experience. She saw how overstretched financial planners were and created a service that provides consistent, personal and reliable support. We take on the technical and administrative workload so planners can focus on their clients, offering a small, dedicated team that feels like part of your own. Today, we’re a friendly, dependable partner that blends expertise with a genuinely personal touch.
Our mission is to empower UK financial planners to focus on their clients and grow their business by taking care of the complex, time-consuming details behind the scenes. Through expert paraplanning, administration, and operational support, we deliver accurate, compliant, and timely work with a personal, collaborative approach that feels like an extension of each planner’s own team. By combining technical expertise with efficiency and structure, we make the planning process smoother, freeing planners to spend their time where it matters most.
‘The act of working together for a common purpose to create or achieve’
– DEFINITION OF COLLABORATION –
OUR CORE VALUES
CLARITY
We bring calm and precision to the complex, helping financial planners work with confidence and focus.
CARE
We treat every piece of work as if it were our own, taking pride in accuracy, consistency, and the small details that matter.
COLLABORATION
We work as an extension of your team, supporting your processes, offering fresh perspectives, and creating the best outcomes together.
TRUST
When we say we’ll deliver, we do. Reliable, transparent and dependable support is the foundation of everything we do.
WHERE IT ALL BEGAN
2022: The Birth of The Paraplan Project
The Paraplan Project was founded by Sasha Wakefield, a Chartered Paraplanner with nearly 20 years’ experience. She saw how overstretched financial planners were and created a service that provides consistent, personal and reliable support.
2023: Our First Team Members
The Paraplan Project was founded by Sasha Wakefield, a Chartered Paraplanner with nearly 20 years’ experience. She saw how overstretched financial planners were and created a service that provides consistent, personal and reliable support.
2024: Money Marketing Winners!
We couldn’t quite believe it but, our small and mighty team won Money Marketing’s ‘Best Paraplanning Service’ Award for 2024.
2025: Expanded Our Services
Noticing a gap in the support we provided our financial planners, we expanded our services to include administration and operations support. Creating a smoother, more consistent experience for our financial planners.
2026: Raising Our Game
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2022 AND BEYOND!
WE WOULD LOVE TO HEAR
FROM YOU
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