I worked with Heidi at The McCroddan Partnership where she took on the paraplanning role. Heidi managed to walk the line between wanting to learn, whilst carefully challenging where required to ensure she fully understood and agreed with the recommended actions. I know she is detail oriented and cheerful – a great combination!
Phil Billingham, Head of Business Consultancy at threesixty services
Heidi provided a fantastic resource for my company, excellent service and a real passion for the industry and the work she is involved in. Her attitude and enthusiasm are very welcome in what can be a grey profession, and her willingness to provide support and opinion was of true value both to my business and to me personally.
I have used Absolute Paraplanning service for some time now. I have found them to be professional and efficient. One area I feel particularly useful is the knowledge they have and the opportunity to discuss various options to have third party opinion. Often this throws up other areas which need to be considered, or seen from a different angle. The main area I find is time saving, which allows me to be in contact with clients, potential customers – providing the information provided and having the research and reports created and returned for my next discussion with our clients. We have found technical areas and specific points where there may be a technical point, or an article, or fact which I had skipped over, or missed altogether which could have proved useful during client discussions. The service provides me with much more time in which I can spend in front of clients – rather than pouring over a computer, putting together reports and suitability letters. Most importantly the accuracy and technical specification of the reports and suitability letters are appreciated by clients, and we have seen the added benefits for our compliance consultants.
Ian Lees, Ian Lees & Co Asset Management Senior Financial Planner
We recruited Heidi as a Financial Planning Manager in order to do all our research & report writing as well as liaising with clients/providers and numerous other tasks. Her report writing was excellent and Heidi spent a lot of time making sure the reports were accurate as well as easy for the client to understand. Heidi was very thorough and enthusiastic with her research and always had new ideas and suggestions of ways to approach complicated cases. I would highly recommend Heidi to anyone looking at using Heidi’s paraplanning services.
Michael McCroddan, The McCroddan Partnership.
I always receive a friendly and efficient service, with regard to both suitability letter writing and the organisation of my client files. Highly recommended.
Jeff Lincoln, Jigsaw Financial Management Limited
I have used Heidi several times for paraplanning and been very happy. Have a chat with Heidi, she is very willing to have a relaxed discussion re your needs and see if she can help.
Jason Green, Green Rose Financial Services Limited
After knowing Heidi in her previous role and seeing the quality of her work, knowledge and experience, I felt that when she formed Absolute Paraplanning she would be able to offer a professional service to any IFA who require an experienced professional in house paraplanner without the cost of employing one and from my experience she has provided just that. I consider Heidi as “one of the team” and after using her services I am not only happy to continue to do so but I am also happy to recommend her to anyone who needs help.
Steven Bates AIFP, Dip Pfs, Certs CII (MP&ER), Total Wealth Solutions
We started to take advantage of the services offered by Heidi Witham of Absolute Paraplanning 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 work on 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 (Sesame network)
I have been using the services of Heidi and Absolute Paraplanning for over a year now and it has made a huge difference to my business enabling me to spend more time with my clients and less time at my desk dealing with paperwork and reports. Heidi is very knowledgeable and professional and she has never failed to produce a report within the promised turnaround time. Highly recommended.
Dan Jones, Nhance Independent Limited