About

Skilled Professional with 28 Years' Experience

I joined the Financial Services industry in 1996 when I started working as a Building Society Sales Assistant. Having commenced studying the FPC qualifications I moved to a local firm of Solicitors in 2001 as Personal Assistant to the Head of Financial Services, within a year I was promoted to Trainee Financial Adviser and soon after Independent Financial Adviser with my own clients. I spent 10 years as an adviser, always studying and in 2011 reached CII Chartered Status, I have since taken additional qualifications. In 2012 I moved into a technical role, supporting advisers within a large Financial Services firm and in 2019 I moved to a small paraplanning firm. In March 2024 set up Adept Paraplanning Ltd offering an outsourced paraplanning service.

How others see me

Organised, Methodical and Efficient

I have known and worked with Laura for the better part of 25 years and she has always equipped herself extremely professionally. Laura is a highly qualified and experienced paraplanner having been an adviser previously and having worked with me in a very busy high street legal practice. I have absolutely no reservations in recommending Laura to any IFA firm for paraplanner services as she will bring knowledge, experience and professionalism to any service offering across the advice piste.

Mark Thomson FPFS ACSI QFA (Rol)

Compliance Consultant

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