Who are eparaplan?

Providers of operational support for Financial Advisers

We increase advisers efficiencies, effectiveness and facilitate more freedom – all whilst supporting the firm to develop and grow.

 

Efficiency is doing things the right way....

...Effectiveness is doing the right things.

Our main goal is to be a nationally trusted provider of a range of services including a fully bespoke, outsourced service, encompassing all and any needs of a busy financial adviser firm. We want to ensure that every financial adviser across the country is able to deliver good, compliant advice and lifelong financial services to their clients, by having a sound back office solution that meets every need they may encounter, in both working ‘in’ and working ‘on’ their business. 

We pride ourselves on our efficiency but also being effective for our advisers. For us, efficiency is the ability to accomplish something in the least time and money and being effective is the degree to which something is successful in producing a desired result or success.

 

About the business

Eparaplan was created in 2005 by Michelle Wilson-Stimson, an award winning ex financial adviser and stockbroker. Eparaplan quickly established itself as a trusted and reliable provider of administrative and paraplanning support for Financial Advisors across the country.

Eparaplan operates from a beautiful barn conversion, comprising of 2 large office spaces and meeting room. Eparaplan has taken on a range of experienced team members over the years, who all contribute to the service it prides itself on today.

We want our advisers to feel comfortable to rely on us to run every aspect of their business, as well as have trust in us to complete all operational and technical tasks, whilst providing value by finding opportunities for growth within their existing customers and delivering high quality practice standards and efficiencies.

Awards and Certifications

Meet your new team

It is our people who ensure we consistently deliver smooth operations for our clients, from answering the phone to completing RMAR returns. 

Linda Allen

Office & Finance Administrator

Alex Burrows

Paraplanner

Riva Acton

Compliance Support

Richard Coville

Technical Administrator

Eparaplan Connect - keeping you connected