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.
Rachael was previously a Relationship Manager in the corporate banking sector for Santander UK which involved being responsible for a diverse client portfolio of local SME businesses, developing a proactive relationship management strategy to ensure their business and personal plans and needs were fully understood so they could work together to achieve these.
With expertise in assisting businesses with financing, savings and insurance, Rachael was able to add real value to businesses and the individuals behind them; using her network to introduce them to key professionals/product providers that would be suitable to their needs.
With over 14 years’ experience in various retail personal banking, business banking roles and corporate banking roles, Rachael is now excited to be introduced to the world of independent financial planning and paraplanning. At Absolute Paraplanning, Rachael is our Paraplanning Administrator and responsible for obtaining all the crucial information we need on client’s investments and pensions, preparing supporting literature, fund and product research, as well helping to draft annual review reports. Full details of Rachael’s history can be found on her LinkedIn profile.
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