Greater Portsmouth Area
Chartered Paraplanner with over 14 years' experience developing, challenging and evidencing complex financial-planning recommendations across pensions, investments, retirement planning and wider suitability matters. Throughout my career I have worked closely with advisers to analyse client circumstances, evaluate planning options and help construct suitable and defensible recommendations within regulated advice environments. This has provided extensive exposure to adviser decision-making rationale, suitability considerations and the practical realities of delivering consistent client outcomes. Alongside my professional career, I co-founded Fundli, a fintech venture focused on addressing the UK advice gap. Working with a technology founder, I contributed to proposition development, strategic positioning and the translation of financial-planning concepts into technology-enabled solutions, gaining exposure to product-market fit, scalability considerations and user journey design. Particularly interested in the intersection of financial planning, proposition development and technology, and how advice processes can be improved through more efficient, consistent and scalable solutions.
Supported the CEO and lead adviser across complex pension, investment and estate planning cases, providing technical analysis, suitability support and bespoke report writing within a fast-paced advisory environment. Acted as a technical support point across complex casework, provider coordination and adviser-facing planning scenario.
Operated as an embedded senior paraplanner within a predominantly remote advisory environment, supporting advisers across pension, retirement and investment planning cases. Provided technical support across complex suitability work, pension switching scenarios and broader financial planning casework while working autonomously within established advisory workflows.
Co-founded a fintech venture focused on addressing the UK advice gap through technology-enabled decision support. Led proposition development, strategic positioning and regulatory direction, working closely with the technical co-founder to shape product evolution, market fit and scalability. Contributed to the transition from advice-oriented concepts towards a decision-support model designed to improve accessibility while preserving user autonomy. Helped translate financial-planning requirements, user needs and regulatory considerations into practical product solutions, while supporting investor readiness activities including successful SEIS approval and grant-funding applications.
Provided specialist paraplanning support focused exclusively on Defined Benefit pension transfer cases. Conducted detailed analysis and suitability assessment in line with FCA expectations and firm permissions. Supported advisers with complex, high-stakes transfer decisions requiring robust evidence and regulatory justification.