With more than 20 years of financial services experience, I excel in providing specialised, bespoke, technical paraplanning solutions to Financial Advisers. With a particular interest in Investment Planning, Inheritance Tax Planning, and Retirement Planning, along with experience of tax mitigation, I can provide a tailored solution to your paraplanning needs at any stage. I am reliable, accurate and have great attention to detail. Having previously been an IFA, an SJP paraplanner for more than 5 years, and an SJP adviser more recently, I have a wealth of experience and technical expertise to help you build a suitable case for your clients needs. I also understand the commercial aspects of providing advice and feel this gives you an additional benefit when working with me, as I know how important meeting your and your clients needs in a timely, professional manner is.I have experience of working with True Potential partners and IFAs, with a good working knowledge of the True Potential platform and off-platform systems.Most recently I have moved back into providing paraplanning services to Independent Financial Advisers, and therefore have an up to date understanding of suitable providers, their products and platforms. Additionally, I have experience working with Selectapension, Dynamic Planner, Iress, First, Analytics and several other well known financial services software systems and am well versed in Cash Flow Analysis.I pride myself on creating personalised, compliant suitability reports which have your clients needs and understanding at heart.