Meet the team

Meet the members of our award-winning team

We feel a team-based approach is vital. Financial Planning is complex and it’s important to work as a team to produce the best results and maintain quality.

Alan Gow FPFS, APP, ACSI

Founder

Alan is a Chartered Financial Planner, Fellow of the Personal Finance Society and a CISI Accredited Paraplanner. He previously worked as a financial complaints investigator. He organises and hosts regular paraplanner events in London, sits on the Personal Finance Society’s paraplanner advisory panel and has spoken at national events, including the IFP (now CISI) conference, PFS Paraplanner conference and Paraplanners’ Assembly.

Christina Georgiou FPFS

Senior Paraplanner and Director

Christina is a career paraplanner with over twenty years’ experience. She assisted Standards International with developing the Paraplanner Standard™ and has been a member of the CISI Paraplanner Interest Group. She has spoken at national and regional paraplanning events such as the PFS Paraplanner conference and Paraplanner Assembly.

Argonaut Paraplanning, Sian

Sian Aby DipFA

Paraplanner

Sian has worked in Financial Services for over 20 years. She previously worked as an advice checker, assessing the suitability of recommendations for advisers at Legal & General and Nationwide. She then joined Deloitte as a Risk and Compliance Analyst, before moving into paraplanning, which was a natural progression based on her skills and experience.

Nicky Fisher

Paraplanner

Nicky initially worked as an in-house paraplanner, before moving into outsourcing in 2014. During that time, she’s also undertaken in-depth research into the Platform market as part of a software project. She has a very keen eye for detail which, together with her breadth of experience, means she’s a natural born paraplanner. Nicky is the newest member of our team.

Are you a paraplanner looking to take the next step in your career? We’re always on the lookout for the next person to join our award-winning team.

About the team

We’re very active in the paraplanning community. We like to be involved and hopefully give something back! We’ve hosted the PFS Purely Paraplanning Conference and several of their Paraplanner Lab sessions. We help write Best Practice Guides for the PFS too. We’ve taken part in panel discussions and webinars for Scottish Widows, Professional Paraplanner and Paraplanners’ Assembly. We’ve written model Suitability Reports for product providers and we’ve run sessions guiding paraplanners who want to set up their own outsourcing businesses.

Christina Georgiou taking part in a panel discussion at the PFS Paraplanner Conference, 2023.

Alan and Christina at the Paraplanners’ Assembly 2022.

Alan Gow hosting the PFS Paraplanner Conference, 2023

Paraplanning team of the year award

We were super proud to win Professional Paraplanner’s Team of the Year Award. Here’s what their judges said about us…

“We were impressed by this small team all working virtually but with a real team spirit. There was a palpable sense of passion to do great job and everyone had each other’s backs to ensure the best of service to their clients, the advisers, and the end client. The culture is one of transparency, improvement and development, as well as an element of fun, making for a great team ethos.”

If you think we might be able to help you, get in touch here or give us a call.