The importance of an adviser to spend more time client facing is essential for any business. We provide you with the backup and support to do this.
We make a positive impact on the business of everyone who uses our services. We only offer a truly bespoke service, tailoring our work to suit the needs of each individual client.
Heidi Witham joined the world of financial services in 2001 working for Royal London and then had various administration roles for a variety of small/medium sized IFA practices including a one-to-one support service for a Financial Adviser within a national accountancy firm.
In 2006 Heidi became a paraplanner for a leading regional IFA practice where she honed her skills and knowledge before bravely going it alone and establishing Absolute Paraplanning in August 2008.
Absolute Paraplanning was borne out of a desire for Heidi to take control of her own destiny, having been through many upheavals in employed roles, such as company mergers and relocations.
Absolute Paraplanning has steadily grown ever since and Heidi now has a small team of handpicked Paraplanners who are at least Diploma qualified and heading toward Chartered and Certified status, who help with the ever-increasing demand for her services.
Heidi has the Diploma in Financial Planning and in 2009 was involved in the Financial Services Skills Council development of National Occupational Standards (NOS) for Paraplanning. Full details of Heidi’s history can be found on LinkedIn.
Alesha joined the Financial Services Industry in 2003 as an Administrator. After starting the CII certificate in Financial Planning, she felt that a Paraplanning role was where she best belonged. So, in 2005 she switched sides from provider to a local IFA firm in Coulsdon as a trainee Paraplanner where she completed the certificate shortly after joining, graduating to a fully-fledged Paraplanner. Then followed various roles in the city enjoying all the charm that London has to offer.
After having her daughter in 2011, Alesha decided it was a good time to extend her skill base and to attempt the Diploma in Financial Planning. Eighteen months later she achieved this goal and is now working towards Chartered status.
We started to take advantage of the services offered by Heidi in June 2009, having previously used a number of different Paraplanners. We have been extremely impressed with Heidi’s overall experience and her excellent communication skills. She is always prepared to work to a tight schedule and is more than happy to workon our client’s cases during the weekend. Heidi has travelled up to our offices in Birmingham on numerous occasions which is very much appreciated. Overall,we are extremely impressed with the Paraplanning service that Heidi provides. Robert Clark, ACII DipPFS, Newstead Clark Financial Services Limited