Established in 2007, Core Financial Paraplanning Limited 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 walking her dog around Yorkshire with her partner Ben, renovating part of her home or booking new adventures abroad.
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 Chairperson of a local Housing Association, spending time with her Grandchildren Micah and Amelie or just curled up on the 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.
Hailing from South Africa, Micaela is the newest member of the Core Financial Paraplanning Limited team. With several years of Administrative experience behind her, Micaela will be responsible for overseeing all things admin in the office from onboarding new clients to annual reviews. In her spare time, she likes to be with her 3 fur babies and go on adventures with her Husband.
Eddie the Spaniel is an integral part of the CFPL office. He is highly trained in barking at the postman and snoozing under desks whilst our team is hard at work.
We are always looking for new Paraplanners to join our growing team.
If you want to chat, get in touch!