Established in 2007, Core Financial Paraplanning has spent the past several years enhancing Financial Adviser’s businesses amidst the ever-changing world of Financial Services.
Managing Director / Paraplanner
Having made the leap from the world of Dance to Financial Services some time ago, Hannah spends her CFPL days predominantly working on the traditional Paraplanning side of the business, working with a plethora of advisers, both independent and restricted.
Hannah is highly skilled in all areas of Financial Services, working towards Pension Transfer Specialist and Chartered status at present.
When not in the office, Hannah can be found booking holidays or mini breaks, dog walking or at the theatre.
Paraplanner / Business Management
Jayne undertakes both the traditional paraplanning role along with a more inclusive service to ensure all back-office systems are up to date and ongoing work is completed. Regular Reviews, under MIFID II are a key part of her work.
After many years in the business world, Jayne can also help with your ongoing business planning to ensure your business is maximizing its potential, something that most advisers do not spend time looking at.
When not working, Jayne is also chair of a Local housing Association, involved in fund raising for Breast Cancer Haven, grandparenting Micah or just collapsed on a couch with a cuppa and a book.
40 years working as an IFA has given David a good standing in the industry but having recently retired, he has now turned his hand to assisting CFPL with both administration projects and social media to market the advisers business. He ensures advisers make the most of the software they are using to maximise their potential.
Eddie & Oscar
Eddie the Cockatzu and Oscar the Westie are integral parts of the CFPL office. They are highly trained in greeting the postman and snoozing under desks, although they often like to join into telephone conversations.