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!
So grab a coffee, kick back, and let Para-pal handle the numbers while you focus on your clients.