Meet the Team
So, let’s introduce you to the team
Roger is the founder and owner of Outsourced Paraplanning. He has worked in financial services for longer than he cares to admit and has been a paraplanner since 1997. He is passionate about paraplanning and admits he can’t imagine doing anything else.
In his spare time Roger is a keen (but not so good) golfer, hockey player (international, he plays for Wales Masters and has participated in a couple of World Cups to date) and likes to hit the gym as often as he can. He is married to Helen who is also part of the Outsourced Paraplanning team.
Lead Paraplanner & Chartered Financial Planner
Eleanor has worked in financial services since 2003 and has been a paraplanner for the majority of this time. Eleanor enjoys the variety of work that paraplanning provides and opportunities to develop her knowledge and skills. Eleanor is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
In her spare time Eleanor loves spending time with her family and friends. Eleanor enjoys cooking and having lots of days out with her husband and son.
Toni has worked in Financial Services since 2007. She started in the industry as a Financial Administrator, studying for her Level 4 diploma certificate. Upon completing her diploma, she began advising clients as a Wealth Planner at a nationwide firm. In 2015 she decided to focus on paraplanning and enjoys the technical aspects of this role.
Outside of financial services, Toni enjoys walking and is spoilt for choice as she is surrounded by lots of beautiful areas in Wales.
Bev has worked in Financial Services since 1998 and has been a paraplanner for 10 years. When she isn’t glued to a computer screen, Bev loves to spend time with her young son. She also enjoys DIY and gardening. Bev is a big fan of science fiction and is particularly passionate about Doctor Who.
Nicky has worked in financial services for over 16 years, gaining experience through employment with Prudential and AXA. Nicky has been a paraplanner for over 11 years and enjoys working alongside Financial Advisers and other paraplanners. Nicky likes the challenges that we face in an ever changing industry.
In her spare time, Nicky enjoys pilates, has a love for dancing and is kept busy with her two young children, aged 10 and 6.
Helen plays a key role in ensuring the team runs smoothly providing administration support. Helen enjoys keeping fit and spending time with the family.
We’d love to say Izzy is hard working and major asset to the team, but she pretty much sleeps all day! We do love having her around though.