OUR TEAM

Our professional team is here to help you with any questions or concerns. Learn about our technical services.

Our company provides a bespoke outsourced paraplanning service that is tailored to meet your individual needs. 

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Peter Mason

Director

Joined the financial services industry in January 1991, and having worked in various roles, from Administration to Technical Paraplanning and Advising, this included working for IFAs in a holistic manner.

Laura Wycherley

Senior Paraplanner

I first joined the Financial Services industry in 1996 when I became a Building Society Sales Assistant, having started studying the FPC qualifications I moved to a local firm of Solicitors in 2001 as Personal Assistant to the Head of Financial Services, within a year I was promoted to Trainee Financial Adviser and soon after Financial Adviser with my own clients. I spent 10 years as an adviser, always studying and in 2011 reached CII Chartered Status, I have since taken additional qualifications.

Laura Wycherley

Senior Paraplanner

I first joined the Financial Services industry in 1996 when I became a Building Society Sales Assistant, having started studying the FPC qualifications I moved to a local firm of Solicitors in 2001 as Personal Assistant to the Head of Financial Services, within a year I was promoted to Trainee Financial Adviser and soon after Financial Adviser with my own clients. I spent 10 years as an adviser, always studying and in 2011 reached CII Chartered Status, I have since taken additional qualifications.

Mike Walker

Senior Paraplanner

 

I started my career in Financial Services in January 1988 as an Adviser and have conducted various roles since then, including Adviser Technical Support and Pension Transfer Specialist. I am a Fellow of the Personal Finance Society.

 

Mike Walker

Senior Paraplanner

 

I started my career in Financial Services in January 1988 as an Adviser and have conducted various roles since then, including Adviser Technical Support and Pension Transfer Specialist. I am a Fellow of the Personal Finance Society.