Paraplanning, Compliance & Business Support
Flexible, experienced support designed around your financial advice business.
Whether you need a trusted second pair of eyes, additional resource during busy periods or ongoing outsourced support, Beyond Planning provides a bespoke service that feels like part of your own team.
Services
Beyond Planning offers a wide range of services, with flexible support tailored to the needs of your business.
From report writing, research and due diligence to centralised propositions, file reviews, Training and Competence and administrative support, I can provide additional expertise and resource wherever you need it most.
Whatever support you require, please get in touch to discuss how Beyond Planning can help.
Paraplanning & Report Writing
Bespoke, client-focused suitability reports across a wide range of advice and product areas.
Research & Due Diligence
Client-specific research, platform and investment due diligence, centralised investment propositions and supporting audit trails.
Compliance Support
File reviews, Consumer Duty support, compliance audits, policies and procedures, Training and Competence and regulatory record keeping.
Business Support
Flexible administrative, technical and project support that gives advisers more time to focus on their clients.
Flexible
Support
Every advice business works differently. Services and processes can be tailored to complement your existing systems, whether you require one-off assistance, support with a particular project or an ongoing outsourced relationship.
About Beyond Planning
I’m Angela Holdsworth, founder of Beyond Planning. I have more than 30 years’ experience in financial services, including 15 years as a regulatory consultant, and have provided outsourced support to financial advice firms since 2017.
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I combine technical knowledge, practical compliance experience and an understanding of how advice firms operate to provide reliable support tailored to each business.
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​Beyond Planning was born out of a gap in the market: the need for reliable, outsourced support within the financial advice profession.
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I achieved Fellowship of the Personal Finance Society in 2017 and hold qualifications covering compliance, pension transfers, mortgages, equity release and long-term care.
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When I’m not working, I’m likely out with my office dog, Bailey—or with a chilled drink in hand.
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With services and processes that can be fully tailored to how you want them to work, get in touch and I will work with you to understand what support you are looking and provide a flexible, bespoke solution.
Phone
07906 894205
