About
Sharp Paraplanning began as a belief that existing outsourcing options were very limited for Advisers who wanted a high quality service on a flexible pay as you go basis.
Jonathan Sharp
BSc DipPFS Certs CII (MP & ER)
Paraplanner
Kathryn Schofield
CeMAP CeFA DipFA MLIBF Cert LTCP
Paraplanner
Para-planner with 8 years of experience and completed Level 4 Diploma
Experience working with different advice firms and advisers and therefore having the ability to adapt to new processes quickly and efficiently
Experience with a wide range of systems such as CashCalc, O&M, SelectAPension and intelligent office.
View full experience on Linkedin here.
Over 24 years of experience as a paraplanner working for various different clients ranging from large national firms to smaller IFA practises.
Knowledge and experience of various advice requirements and financial planning systems.
Experience with a wide range of systems such as CashCalc, O&M, SelectAPension and intelligent office.
View full experience on Linkedin here.