I will be your paraplanner and provide expert paraplanning and ifa admin support

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Savannah London

Regno Unito

Parlo Inglese, Francese

Paraplanner

Level 4 Qualified DipPFS | I am an energetic paraplanner who thrives in competitive yet collaborative business settings. Whether preparing IHT suitability reports or retirement cashflow models, I am k...
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Informazioni su questo servizio

Are you a UK Financial Adviser or IFA firm looking for reliable, technically knowledgeable paraplanning support?


I'm Savannah, a DipPFS-qualified financial planning professional with hands-on experience supporting advisers across Quilter Financial Advisers, True Potential and independent financial planning firms.


I understand the importance of accurate research, well-documented recommendations, efficient turnaround times and compliance with FCA and Consumer Duty requirements.


My services include:

  • Suitability report drafting and amendments
  • Pension and investment switch research
  • Cashflow modelling and retirement planning
  • ISA, GIA, bond and pension research
  • Fund comparisons and platform analysis
  • Annual review preparation and FactFind reviews
  • Inheritance Tax (IHT) planning calculations
  • Supporting documentation and case preparation
  • Compliance-focused file reviews and adviser administration


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be your paraplanner and provide expert paraplanning and ifa admin support
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be your paraplanner and provide expert paraplanning and ifa admin support