Outsourced Paraplanner

What makes Lime special?

Financial Planner

  • Chartered and Certified Financial planner (PFS Fellow) with IMC, AF3 and STEP exam
  • Over 10 years' experience as an IFA and paraplanner
  • Flexible service, tailored to you
  • All areas of financial planning covered such as Investments, Pensions and Financial Planning
  • Additional specialist knowledge of Trustee clients, charities, personal injury clients, clients in the medical profession

An Advanced Paraplanning Service

Lime outsourced paraplanning was founded by Rebecca Lucas, who after many years of working as an adviser and paraplanner decided to use her technical knowledge and experience to provide an advanced paraplanning service to financial advisers and financial planners. Rebecca understands the importance of compliant reports, having worked under many strict compliance regimes herself. She also understands the importance of client friendly reports and conveying the right message to your clients. The key to Lime Paraplanning is Rebecca's excellent technical skills and paraplanning experience coupled with her personal insight into the demands on an adviser's time to build and nurture client relationships, while producing compliant, well documented advice.

At Lime paraplanning we aim to work in partnership with you and become an integral part of your team – an extension of you as the adviser to enhance and complement the service you already provide. We take care of the paraplanning side of things, leaving you to concentrate on your clients.

Contact Lime

Call now on: 07572 509232
email:
rebecca@limeparaplanning.co.uk

Paraplanner