Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.

The Kent-based firm is a joint enterprise between her and partner Ralph Sanders.

Set up this month, it offers a range of services including Paraplanning, due diligence, practice management and admin including help with PROD and GABRIEL requirements, training and consultancy.

The firm is targeting Financial Planning firms as well as life and investment companies and software houses. 

The company aims to employ four or five staff within a couple of years.   

Ms Bendall has 20 years’ experience in financial services, including 3 years as an IFA and 17 years as a Paraplanner. Mr Sanders was co-owner of a Financial Planning business, Lonsdsale Financial Consulting, where he spent 21 years specialising in practice management, corporate admin and compliance.  

Ms Bendall said: “Outsourced Paraplanning services can offer a lot more than just Paraplanning and administration, including specific project work, due diligence and helping firms improve practice management, processes and efficiencies and the outcomes for their end clients.

“I don’t think that the breadth of help outsourced Paraplanners can give is always realised by financial advice firms and life and investment companies. Our experience is a massively untapped resource.”