Meet the Team
The people behind High View Paraplanning help financial planning firms increase capacity, improve turnaround times, and deliver consistent technical support as they grow.
We don’t operate as a traditional outsourced paraplanning service.
We integrate into the firms we support, working as an extension of their team rather than a separate supplier.
Our focus is simple: keep technical work moving smoothly so advisers can focus on their clients.
-
Alex
FOUNDER AND PARAPLANNER
Alex, the founder and driving force behind High View Paraplanning.
Alex cultivated her skills and professional ambitions whilst working for a reputable independent financial planning firm in Hampshire. Along the way, Alex has completed the Level 4 Diploma in Regulated Financial Planning and is currently working towards achieving chartered status, a testament to Alex’s commitment to this profession.
Like many financial planners, Alex initially ventured into the world of paraplanning as a steppingstone in her training to become a financial adviser. However, the intricate, behind-the-scenes work which provides financial advisers with the tools needed to deliver their clients with excellent advice expresses Alex’s passion and abilities.
It is this journey that has led Alex to establish High View Paraplanning. Now, as an outsourced paraplanner, Alex offers a bespoke service, nationwide, to help financial advisers save time and money.
-
Max
CO-FOUNDER AND OPERATIONS GURU
Max, the co-founder of High View Paraplanning, is the driving force behind our business operations.
With a keen interest in detail and a commitment to efficiency, Max is devoted to the continued refinement of our internal processes, an essential element contributing to the ongoing success of High View Paraplanning.
Max serves as a crucial member to the team, offering invaluable support across various areas. His assistance enables Alex to concentrate on delivering dedicated paraplanning support.