I will be your paraplanner and provide expert paraplanning and ifa admin support

Parte de la información aparece en idioma inglés.
Savannah London

Reino Unido

Hablo Inglés, Francés

Paraplanner

Level 4 Qualified DipPFS | I am an energetic paraplanner who thrives in competitive yet collaborative business settings. Whether preparing IHT suitability reports or retirement cashflow models, I am k...
Leer más
Acerca de este Servicio

Are you a UK Financial Adviser or IFA firm looking for reliable, technically knowledgeable paraplanning support?


I'm Savannah, a DipPFS-qualified financial planning professional with hands-on experience supporting advisers across Quilter Financial Advisers, True Potential and independent financial planning firms.


I understand the importance of accurate research, well-documented recommendations, efficient turnaround times and compliance with FCA and Consumer Duty requirements.


My services include:

  • Suitability report drafting and amendments
  • Pension and investment switch research
  • Cashflow modelling and retirement planning
  • ISA, GIA, bond and pension research
  • Fund comparisons and platform analysis
  • Annual review preparation and FactFind reviews
  • Inheritance Tax (IHT) planning calculations
  • Supporting documentation and case preparation
  • Compliance-focused file reviews and adviser administration


Leer más
be your paraplanner and provide expert paraplanning and ifa admin support
Pantalla completa
be your paraplanner and provide expert paraplanning and ifa admin support