We are i-Paraplan
For all your paraplanning needs
We are outsourced paraplanners – A way of obtaining Paraplanning and Administrative support without the expense or commitment of a full time member of staff.
Financial Planners and advisers increasingly rely on paraplanners to assist them with research, financial plans and report writing. Perhaps the most important function of a paraplanner is to provide a sense check for the financial plan that is developed for the client. And that’s where we come in….
Our services.
Qualified, Skilled, Efficient...Meet Nitu
Nitu started in the industry in 2006, working as an administrator slowly working her way through financial planning exams over the years, whilst training to become a Paraplanner. Fast forward to today, Nitu holds the Advanced Diploma in Financial Planning, one of only a select number of Paraplanners to achieve Chartered status.
Nitu has wide industry experience, working as an Administrator, Paraplanner, Financial Planner, Mentor, Compliance, putting together CIPs and processes for firms. She believes this puts her in good standing to truly understand the financial planning process from start to finish.

Call us.
07933 615991