At b-compliant, as the name suggests, we’re experts in Compliance. But that doesn’t mean that we don’t recognise that our clients also require Paraplanning support, which is why we are working in partnership with Samantha Kay of Clarity Paraplanning.
Sam is a dedicated paraplanner, having worked in financial services for the past 10 years. She began her career as a Trainee Paraplanner in 2008 and in 2013 she attained the APFS qualification and Chartered Financial Planner status. She is currently in the process of completing further examinations to attain Fellowship status.
Sam prides herself in providing reports which are clear and straight forward so that they are easily understood by your clients, whilst meeting all the required regulatory requirements.
She also holds the AF3 Pension Transfer Qualification, meaning that she can offer defined benefit pension transfer report writing, where the firm holds the necessary permissions.
Sam can offer her services on an ongoing basis or on an ad hoc basis, whichever suits your needs.
If you’d like to get in touch with Sam about your paraplanning needs, you can visit her website here: www.clarityparaplanning.com