Sian Davies Cole

Director

Chartered Paraplanner

Plan Works

plan-works.co.uk

Sian@plan-works.co.uk

I joined the financial services industry in 2006 working for a high street bank, which is where I found financial planning and eventually paraplanning. They supported me in completing the level 4 and level 6 diplomas with the LIBF. However, the options for progression became limited at that point and I decided to move into the world of paraplanning with independent financial advice firms.

Having spent a number of years working in independent financial advice firms I felt that the time had come for me to enter the world of outsourced paraplanning and I partnered up with Nathan Fryer to join Plan Works in September 2020.

In my opinion, paraplanning works best as a collaboration between Financial Planner and Paraplanner and having a strong awareness of the skills and personalities involved in both roles is key.

I’m really interested in pure financial planning – coaching to really understand a client’s motivations and objectives, cashflow to understand how on track they are to achieve their goals and recommendations to ensure that those objectives and goals are met. I do not believe that paraplanning is an absolute route into becoming a financial planner, however I still havent ruled this out for myself … yet!

I’m passionate about the client always being central to the advice and I keep them in my focus to ensure the advice is in their best interests, easy for them to understand and aligned with their personal and financial goals.

Content by Sian Davies Cole

The Power of the Back Office

To insource or to outsource is the most important decision to make. This is the efficient beating heart of your firm now and in the future.

Read more…

The Power of Paraplanning

Paraplanning is definitely now more mainstream but with no specific qualification requirements nor a definitive job description, many tasks can fall under this title.

Read more…