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Plan Works

Overview:

Plan Works is a dedicated provider of bespoke paraplanning and adviser consultancy services
Our ambition is to become an essential part of your organisation, aiming not only to free up your time, but also to assist you to add value to your client proposition.

Plan Works appreciates that in the same way that, no two clients are ever the same, no two companies that we work with are ever alike. This is why we offer a bespoke paraplanning and consultative service which is tailored to your individual requirements.
Why outsource your paraplanning?

The cost of recruiting a trained paraplanner can be expensive and time consuming in terms of training, work space, and equipment. We firmly believe that we can make you significant cost savings, whether you engage us on a retained basis, instruct us on a report by report basis or set us a project.

History:

Hello, I’m Nathan Fryer, Director of Plan Works

After spending ten years working within Asset Management, I came to the conclusion that very few advisors were looking for single strategy fund solutions to satisfy their clients’ needs.

Being a proud member of the advisor community, I wanted to remain that, but this time turning my hand to building and nurturing my own business. Having met with many thousands of advisers over the years, I started to realise the value and support I could offer.

I am passionate about integrity and quality in financial advice. I am a champion of efficiency and of engaging expert skills in order to deliver the best outcome. And I am an avid supporter of a partnership style in business.

Outside of paraplanning, I am an active Rotarian and will often be found organising, cheering, championing and fundraising for the South West Thames Renal Unit, a cause that is close to my heart.

I put the success of Plan Works down to two things. First, our clients know they can rely on us. To pick up the phone, to supply accurate work and to meet their needs flexibly on whatever contract or payment basis suits them. Second, they know that we won’t be afraid to challenge. To be proactive, think creatively around problems in finding genuine solutions that put them in the best possible light in front of their clients.

This is why our clients so regularly refer us to others. It is also why we were recognised with an award at the Panacea Adviser Virtual Paraplanner Awards 2015.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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