Clarity Paraplanning Ltd provides outsourced paraplanning services to UK financial advisers.
Our aim is to free up adviser time to focus on what matters to you - providing an exceptional service to your clients, while we take care of the rest.
Our services are flexible and tailored to the requirements of your business.
Clarity Paraplanning Ltd provides high quality, compliant suitability reports, which are clear and straight-forward for your clients to understand.
We work with a variety of firms including smaller business, who rely on us for all of their paraplanning needs and larger firms, where we can complement the skills of the internal paraplanning team.
We are able to work on an ad hoc basis, for one-off reports or projects.
Samantha is a Chartered Financial Planner and holds the AF3 Pension Transfer qualification.
Samantha has achieved individual Chartered Financial Planner status which demonstrates her commitment to developing and maintaining her knowledge to provide the best possible service to your firm.
Sam has completed the following CII exams:
AF1 (Personal Tax & Trust Planning),
AF2 (Business Financial Planning),
AF3 (Pension Planning & Pension Transfers)
AF5 (Financial Planning Process),
ER1 (Equity Release),
CF8 (Long Term Care) &
J06 (Investment Principles & Markets).
She was also awarded the Porter Prize for outstanding examination results in August 2012.
Samantha joined the profession in 2008, following completion of her Master's degree at Durham University.
She went on to sit the CII examinations attaining the APFS qualification and Chartered Financial Planner status in 2013.
She is currently in the process of completing further examinations to attain Fellowship status and has most recently passed CF8 in August 2019.
Having worked in financial services for over 10 years, the Directors made the decision to form Clarity Paraplanning Ltd in December 2019.
Samantha Kay is one of our Directors and provides our paraplanning services.
In her free time, Sam enjoys researching her family history, learning new crafts and caring for her cats and tortoises.
Clarity Paraplanning Ltd is registered in England & Wales under Company Number: 12305838.
Registered Office: Tudor Rose, Hushells Lane, Fosterhouses, Doncaster, DN7 5LE
We do not provide financial advice and are not registered with the FCA. Copyright © 2018 Clarity Paraplanning - All Rights Reserved.