Ben C.
Founder & Managing Director @Paraplan Pro
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WORK HISTORY
Founder & Managing Director @Paraplan Pro
London, GB
ParaPlan Pro is a specialist outsourced paraplanning firm, providing technical support to financial advisers, financial planners, and wealth managers.We offer tailored support across all core advice areas, with particular expertise in planning for HNW/UHNW individuals and clients with complex financial circumstances. Our services include- Clear, concise, and client-friendly suitability reports- Investment research and analysis- Scenario-based cashflow modelling- Pension structuring, including SIPP/SSASs & DB transfers- Estate planning and intergenerational wealth transfer strategiesWe also provide platform and provider due diligence, support with centralised investment and retirement proposition development, process review and optimisation, and paraplanner training - supporting firms looking to strengthen the consistency and quality of their advice.By managing the technical and often time-consuming work, we enable advisers to focus on what matters most: their clients. That’s why we have a very simple motto: “Focus on your clients. We\'ll handle the rest.”
EDUCATION
Chartered Insurance Institute
Diploma, Financial Planning
The Chartered Institute for Securities & Investment (The CISI)
Diploma, Financial Planning
Chartered Insurance Institute
Certificate, Discretionary Investment Management
Chartered Insurance Institute
Certificate, Pension Transfer Advice
ABOUT BEN C.
I help financial planners deliver clear, meaningful advice through bespoke outsourced paraplanning solutions. I’m a career paraplanner with over 15 years’ experience across every major advice area, and a Chartered Member of the CISI. My background blends technical expertise with real-world insight, helping advisers translate complex planning subjects into advice that clients actually understand and value.Most of the planners I work with support clients who have more sophisticated needs, including business owners planning exits or succession, families with complex estates and intergenerational planning needs, or those DB pensions. My role is to simplify the complex, ensure the advice stands up technically, and help you present it with confidence.Beyond technical support, I also help firms run more smoothly, improving templates, tightening compliance processes, mentoring paraplanners, and refining client communications so your advice is consistent, compliant and engaging.Areas of expertise include:• Clear, concise, client-friendly suitability reports• Investment research and analysis• Scenario-based cashflow modelling• Pension structuring – SIPPs, SSASs & DB transfers• Estate planning and intergenerational wealth strategiesIf you’re an adviser looking for reliable, flexible paraplanning support, I’d be delighted to connect.
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