LEAD PARAPLANNER AND DIRECTOR —MARK WALKER DipFA
A few words from the Director....
“Paraplanning has been the focal part of my career for the past few years. It’s something I’ve come to know and love, whether it be a technical pension transfer or the implementation of an investment bond into a Discretionary Trust. Having worked in the industry for a number of years, it’s not escaped my attention that the job of an adviser is becoming ever more bureaucratic. With the introduction of new rules and regulations, more time than ever before is being spent on paperwork, time that could be spent on seeing clients.
That’s the main reason MW Premium Paraplanning was established. By taking the time to discuss your needs and gaining an understanding of what you are looking to achieve, we aim to provide a service that you can rely on. A service that provides presentable, understandable and professional solutions delivered in a timely manner for both you and your clients. Our services have clearly had a positive impact on some of our current clients as the testimonials below suggest”
