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About Plan Works
Of great value to our clients is the strong relationship we build with them. Underpinning everything we do is an ethos of integrity; in our advice, in our reporting and in our communication.
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 retain 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.
Hello, I’m Sian Davies Cole, Chartered Paraplanner and Director of Plan Works.
Having spent a number of years working in independent financial advice firms I felt that the time had come for me to enter the world of outsourced paraplanning.
In my opinion, paraplanning works best as a collaboration between Financial Planner and Paraplanner and having a strong awareness of the skills and personalities involved in both roles is key.
I am a firm believer that a quality mix of experience and qualifications is necessary to provide the support Financial Planners want and need.
I’m passionate about the client always being central to the advice and I keep them in my focus to ensure the advice is in their best interests, easy for them to understand and aligned with their personal and financial goals.
Hello, I’m Adam Owen, Non-Executive Director at Plan Works
I’ve been in financial services for two decades (I know I don’t look old enough) and during this time I’ve held advisory roles within direct sales and the financial planning sector as well as a variety of senior compliance and supervision positions.
I hold a number of executive and non-executive roles focusing on developing the financial planning profession which is aligned with my vision of creating communities internationally that amplify the role of the financial planners.
Hello I’m Isabel Pook, Paraplanning Administrator at Plan Works.
Having spent 4 years at University studying the various areas of finance, I was excited to be introduced to the world of paraplanning. This felt like the perfect career path for me because I can apply my knowledge and technical approach to help people achieve their goals.
I now have 2 years’ experience as an IFA administrator, and I am currently studying towards the level 4 diploma with the CII. I have found that both the exams and experience I have gained have really complimented each other and allow me to do my job to the best of my ability.
I pride myself in my attention to detail, and my use of initiative to deliver high quality work.
Hello, I'm Denise Yates, Paraplanning Administrator at Plan Works.
After many years working in regulated financial services, I’m thrilled to have the opportunity to join Plan Works to become an outsourced paraplanner.
I’ve wide industry experience having trained financial advisers and been an adviser myself. Most recently I’ve been a Quality Assurance Manager ensuring high standards of customer advice and accompanying documentation.
This is an exciting junction in my career path and I’m keen to use my skills building excellent relationships with advisers to secure quality client outcomes at Plan Works.
I’m level 4 DipFA qualified and recently passed R04 and AF7 with the CII to brush up my pension knowledge.
I’ve joined Plan Works as a Paraplanning Administrator and delighted to have the best mentors in Sian and Nathan.
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Outstanding Outsourced Paraplanning
We’re accessible and dependable. Our accuracy and attention to detail are second to none
25+ years experience
Partnership working style
Deep product/market knowledge
Flexible service
Proactive & strategic
