About Cathi
After completing her degree in Business and English, Cathi start work at an IFA and quickly found a passion for financial services. After working as a paraplanner for several years, Cathi set up Para-Sols in response to changing market conditions. Cathi has continued her studying and is now a Chartered Financial Planner, with the CFP qualification via the IFP next on the agenda. With a wealth of experience working with IFAs from all disciplines, Cathi and her team have both the skills and qualifications to meet your paraplanning needs.
About Us
Para-Sols can assist with all of your paraplanning needs, from research and analysis to compilation of suitability reports and input into lifetime planning software such as Truth and Voyant.
We have experience working with IFAs who are directly authorised as well as those from a wide range of networks and will always work with you to ensure your advice process is fully documented and compliant. We can also assist with ensuring your business is at TCF standards and also work with a range of back office systems including Intelliflo, TP and First.
Just click for a free consultation and let us know how we can help!
Qualifications
The qualifications held by the PS team include:
- Chartered Financial Planner
- Certificate in Financial Planning
- Diploma in Financial Planning
- Advanced Diploma in Financial Planning
- English Degree
- Certificates in Mortgage & Long Term Care
Testimonials
“We’ve used a number of paraplanners over the years and have never really been completely satisfied. So, what a relief it was to team up with Para-Sols.
All the paraplanners we have used in the past have been technically strong and have produced good reports. So, what’s different about Cathi? In one word it’s ‘attitude’. Nothing is ever too much trouble. I know we can be awkward and demanding at times but Cathi always has a smile on her face and goes the extra mile to ensure that we have our reports on time... Cathi is very much a part of the Alpha team now and we couldn’t imagine it any other way. So, please don’t think about using Para-Sols, we want to keep them to ourselves!!!"
- Mike Rodda, Alpha Financial Consultants
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"As a sole practitioner I find having a paraplanner of great value. It releases valuable time, up to an extra day a week, which can then be used to engage with more clients which is what the job is all about and gives me more earning potential."
"The reports are on time and professional. The difficulty I initially had was in 'letting go', but Cathi has the technical expertise being Diploma qualified moving towards Chartered status. I don't feel I have to check everything and am more than confident letting her get on with things."
- Jonathan Brown, Positive Solutions
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"Finding Para-Sols was a God send. Professional, efficient and effective are all words that fit the Para-Sols offering. My initial concerns over the issue of working remotely have been allayed. If anything it has assisted in ensuring that I am more efficient than I would have been. Well done and thank you Cathi!"
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Rob Lyon, Ablestoke
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"I found Para-Sols by chance and am glad I did. I have found Cathi to be very approachable, listens to what is being asked and prepares reports and letters accordingly. Cathi also offers suggestions, which can enhance the reports thus giving me an added edge over my competitors."
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Michael Dixon, Chapter House Investments (UK) Limited
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"I have been very impressed by Para-Sols’ service. The reports have been accurate, thorough, well-researched. Para-Sols learned quickly to reflect Parsonage’s writing style, which is vital for the service we provide to our clients. I also appreciate the mini-audit, as Para-Sols need to go through the file in detail to complete their work."
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Flora Maudsley-Barton, Parsonage
