Para-Sols was created on 1st June 2009 by Founder & Director, Cathi Harrison. She believed the industry would benefit from an outsourced solution – one where advisers had access to much needed paraplanning support on a flexible basis and without the long-term commitment.

As the reputation of Para-Sols begins to grow and demand takes off, Para-Sols first full time, permanent employee, Jo Campbell joins, to help take the business to the next level. Jo is now a Director at Para-Sols, overseeing every part of operations and ensuring that original service remains in operation today.

With an ever-increasing client list, we embraced our company value of ‘Innovation’ and designed and built our own bespoke case management system. Rise was launched, improving our efficiency and giving our clients full transparency on their projects and their account status.

We’re advocates of creating a company culture which both works hard and plays hard, so we opened our first ‘Para-Pub’, which we later name ‘The Tunstall Arms’ after a dear friend and colleague who sadly passed away.

We overcame our own, and industry-wide, recruitment challenges by launching the first paraplanning specific graduate training programme – The Grad Scheme – designed and delivered by our Leadership Team. In the first half of the year, our team increases to 17 members of staff and we move to new premises to accommodate yet more planned growth.

Para-Sols turns 10.. and has great fun celebrating it! Plus Grant Callaghan wins Paraplanner of the Year and Cheryl Lunn wins Administrator of the Year.