About Assured Paraplanning
Assured Paraplanning was founded by Jolene Derry, who after many years of working as an adviser and paraplanner decided to use her technical knowledge and experience to provide an advanced paraplanning service to financial advisers and financial planners. Jolene understands the importance of compliant reports, having worked under many strict compliance regimes herself. She also understands the importance of client friendly reports and conveying the right message to your clients. The key to Assured Paraplanning is Jolene's excellent technical skills and paraplanning experience coupled with her personal insight into the demands on an adviser's time to build and nurture client relationships, while producing compliant, well documented advice.
At Assured Paraplanning we aim to work in partnership with you and become an integral part of your team – an extension of you as the adviser to enhance and complement the service you already provide. We take care of the paraplanning side of things, leaving you to concentrate on your clients.
Certificate in Mortgage Advice
Diploma in Financial Services
Certificate in Long Term Care
Certificate in Regulated Equity Release