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.

Started paraplanning: 2005



Julie is a Chartered FCSI (Financial Planning), Chartered Financial Planner, Fellow of the PFS, and a CISI Accredited Paraplanner. She previously worked as an adviser and financial planner; however, she prefers the more technical nature of the paraplanner role. She has acted as a consultant to the industry, including training paraplanners for various firms. She takes part in national events and has advised other outsourced paraplanners on setting up their own businesses.

Started paraplanning: 2001


Christina Georgiou FPFS

Christina is a career paraplanner with over twenty years’ experience.  She assisted Standards International with developing theParaplanner 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.

Started paraplanning: 2001

Sian Aby DipFA

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.

Started paraplanning: 2016


Nicky Fisher

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.

Started paraplanning: 2009

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