Welcome to Para-pal!

Lauren Rashid Bsc (Hons), DipPFS

Managing Director/Paraplanner

  • Bsc (Hons) Financial Planning (1st)

  • Diploma in Financial Planning (CII)

  • Certificate in Financial Planning (CII) - Life & Pensions

  • AF7 - Pension Transfers

  • AF8 - Retirement Income Planning

  • AF6 - Senior Management & Supervision

Hey there! Welcome to the fun world of outsourced paraplanning.

Whether it's explaining pension crystallisation in a client friendly way or producing a simple robust report a client will actually read, we've got you covered.

Based in the East Riding of Yorkshire, your go-to outsourced paraplanner is here to make the financial planning journey smooth sailing. Let's turn those complex tasks into opportunities for growth and success!

Lauren has you covered, with a first class degree in financial planning and one exam away from being chartered with the CII she’s one smart cookie.

So grab a coffee, kick back, and let Para-pal handle the numbers while you focus on making clients dreams come true.