The Paraplanners

Who we are

The Paraplanners team is led by Richard Allum who founded the first outsourced paraplanning business in the United Kingdom in 2002. Since then, the team has grown but the principles have stayed the same.

Our clients rely on us to be able to interpret and sensibly apply the latest technical, regulatory and legislative developments. So we ensure that our team really know what they’re talking about by always seeking to achieve the highest possible relevant qualifications, and by following a rigorous programme of continuous professional development, whether that’s through reading industry publications, attending professional events or sharing best practice with our peers.

The team

Richard Allum

Managing Director

Richard Allum is a leading advocate for paraplanning in the UK. Since setting up the business, Richard has concentrated on creating something more than basic paraplanning support. On a day-to-day basis, his technical knowledge and expertise is relied upon by many clients. He has also worked with many advisers, on a consultative basis, to help them to develop their services and has even helped financial planning and advice firms set up and train their own in-house paraplanning team.

In 2011 Richard successfully blended his expertise as a Certified Financial Planner with a lifelong interest in technology to launch Moneyscope - a web-based lifetime cash-flow forecasting tool.

In October 2012, Richard was the first paraplanner to be voted onto the board of the Institute of Financial Planning and has since become a Chartered Wealth Manager.

Kim Bendall

Director

Following a career in accountancy, Kim joined the financial services industry in 2000.  Since then she has worked as both an independent financial adviser and a paraplanner. As a result of this experience, Kim has developed an instinctive understanding of the ways in which advisers and paraplanners can work alongside each other to help people make sense of their money.

Kim - who was named Paraplanner of the Year in the 2013 Professional Adviser Awards - holds both the Certified Financial Planner and Accredited Paraplanner status from the Institute of Financial Planning, as well as being a Fellow of the Personal Finance Society. Not satisfied with this, Kim continues to study to ensure she is able to rise to any challenges the financial services industry may serve up.

As a Director at The Paraplanners, Kim applies the full breadth of her technical knowledge and insight to her day-to-day job, and intends to play a role in making sure that the perception of paraplanning, as a profession, extends beyond report-writing.

Gemma Dennis

Administration Manager

Gemma heads up The Paraplanners administration service. Gemma’s responsibilities range from client management to working with third parties to ensure all appropriate and relevant data and information is available to enable The Paraplanners to carry out research, analysis and make recommendations on cases.

In addition to this, Gemma works with the paraplanning team to implement investment strategies; building model portfolios for clients once advisers have given instructions, and supporting annual client reviews.

Claire Goodwin

Paraplanner

As an IFP-accredited paraplanner, Claire is constantly developing and keeping her technical skills up to date. She began her financial services career in the 1990's by working for a major insurance company before progressing to work closely with financial advisers and planners. 

Thanks to her work with cash flow modelling, Claire has seen — first-hand — the reassurance that clients feel from taking control of their financial future. Being part of the team that helps deliver that reassurance is one of the main reasons Claire is a paraplanner. 

The profession of paraplanning is something that Claire is committed to and she has been involved in running and promoting best practice events for fellow paraplanners throughout the UK. She has also been a speaker at conferences for both the PFS and IFP.

Colin Stewart

Paraplanner

Colin is a Chartered Financial Planner, Accredited Paraplanner and qualified as a Certified Financial Planner in 2015.

His financial services career started in 1999 and took a few turns in the early years.  This included time in a pensions call centre, local government pensions administration and a business development role with Scottish Life.  In 2002 he discovered paraplanning.

Since then Colin has held a number of positions in a small financial planning firm, a large national adviser and a private bank.

Colin has a lot of experience in most aspects of financial planning.  With his strong pensions background he spends most of his time working with complex retirement plans, including cash flow plans, and defined benefit transfer analysis.

 

 

Alyson Brooker

Paraplanner

A graduate in Law from the University of Edinburgh, Alyson had originally planned to embark on a career practicing law but, despite achieving a Diploma in Legal Practice, she soon caught the paraplanning bug.

Her career started back in 2010, when she joined Scottish financial advice practice Thomson Shepherd – now Carbon Financial Partners – as a graduate trainee.

Today, Alyson is a Chartered Financial Planner and there is more to come. One to keep ahead of developments in financial services, she is always seeking out opportunities for further study.

Alyson’s background in law has particularly helped hone her skills in trusts, estate planning and general tax planning. It is here she likes delivering an elegant solution to potentially complicated problems, with the satisfaction of being able to plan for the whole family’s future.

Becci Jones

Paraplanner

Becci first started her career in paraplanning in 2002, working in-house with local financial planning firms in Doncaster.  She achieved her Level 4 Diploma in 2009 before having her daughter Victoria.

Balancing family and work life is a challenge at times, and Becci became aware of outsourced paraplanning through the National Paraplanner Powwow movement and the greater flexibility available to people that are able to work from home.  Having decided the time was right, The Paraplanners happily introduced her to the wonderful world of outsourcing, giving her the opportunity to spend valuable time with her daughter, as well as being able to put her technical knowledge and experience to good use and continue to further her career.