Paraplanning for UK firms
Paraplanning is the specialty. The advice stays with the adviser.
Finsolo prepares fact-finds, case packs and report drafts for UK advice firms. Households can also book money coaching, pension clarity, and mortgage or equity-release administration.
- Paraplanning and case administration for advice firms
- Free 30-minute discovery call
- Completely non-advised
- Based in Peterborough, covering all of the UK remotely
Free proposal
Tell us what needs sorting
A tailored note within one working day. No pitch, no obligation.
- Peterborough
- Covering all of the UK remotely
- Non-advised
- Administration, coaching and education
- Level 4
- DipFA, CeMAP and CeRER
- One working day
- Typical reply to a new enquiry
Services
Paraplanning, then the rest of the administration
Advice firms come first. Households can book coaching, pension clarity, and mortgage or equity-release administration. Every service stays non-advised.
Financial professionals
01Paraplanning & Adviser Support
Paraplanning and administration for financial planners, mortgage brokers and equity-release specialists.
- Fact-find population
- Case preparation & packaging
- Report framework drafting
- Ongoing client admin
From £25/hour
Individuals & families
02Financial Coaching & Cashflow Planning
Money coaching to take control of day-to-day finances, understand long-term goals, and make better-informed decisions.
- Cashflow planning & scenario modelling
- Retirement clarity sessions
- Budgeting strategies
- Behavioural money coaching
From £180
Individuals
03Pension Clarity Review
Understand what you hold in your pensions without pressure, jargon or recommendations. Clear, informational reporting.
- Pension tracing
- Charges & fees comparison
- Growth history summaries
- Easy-to-read pension reports
From £150
Individuals & brokers
04Mortgage Support Services
Mortgage administration for people preparing an application, and back-office support for brokers.
- Document preparation
- Application readiness checks
- Broker case packaging
- Research collation
From £75
Individuals & specialists
05Equity Release Administration
Document gathering, case preparation and plain-language process support around equity release.
- Document gathering
- Casepack preparation
- Illustration organisation
- Process explanation
From £90
Private clients
06High-Net-Worth Concierge
Discreet support for busy professionals and families who need their financial world kept in order.
- Document organisation
- Adviser coordination
- Portfolio tracking (admin)
- Family office-style support
Price based on need
Pricing
Fees you can read before you book
Case fees, coaching programmes and retainers. Private-client support is priced on need.
How it works
A short path from first call to a finished pack
- 01
Discovery
A free 30-minute call to understand what you want clarity on, which documents you already have, and what a useful outcome looks like.
- 02
Secure transfer
You send statements, policies and notes. We agree what is in scope before any work starts.
- 03
Organise & explain
We return a cashflow, pension summary, document pack or filing system in plain English — informational, not a recommendation.
- 04
Your next step
You keep the pack. Where a regulated decision is needed, we point you to an FCA-authorised adviser rather than making the call for you.
Founder
Henry Anonye
Founder and lead paraplanner · DipFA CeMAP CeRER
- Level 4 qualified
- More than 10 years in practice
- LIBF member
Henry leads the paraplanning and administration work. The brief is consistent quality, capacity that can grow with a firm, and a clear line between preparation and regulated advice.
For households
Clarity, preparation for a big decision, or someone to keep the filing moving. Finsolo acts as the operations side of your financial life.
For professionals
Planners, mortgage brokers and equity-release specialists keep the client relationship and the recommendation. We take the file work.
Still non-advised
Coaching and administration only. If a decision needs an FCA-authorised adviser, that is what we will say.
Questions
Before you book
Contact
Book a call or send the brief
Discovery calls are half an hour. If you would rather write, use the form or email directly.
- hello@finsolo.co.uk
- Phone
- 07456 755 889
Based in Peterborough, covering all of the UK remotely.
Finsolo provides financial coaching, administration and educational services only. We do not give regulated financial advice, investment advice, mortgage advice or equity-release advice. For any regulated financial decision, speak to an FCA-authorised adviser.