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.

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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 remain 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.

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debbie

Hello, I’m Debbie Winchester.

I’ve been working with Nathan for four years in an administration and office management role, proofreading and researching on behalf of his clients.

Nathan prides himself on his professionalism and expertise – I’m here to dot the i’s, cross the t’s and generally keep him in check!

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Outstanding Outsourced Paraplanning

We’re accessible and dependable. Our accuracy and attention to detail are second to none

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25+ Years Experience

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Partnership Working Style

industry knowledge

Deep Product/Market Knowledge

Flexible Service

strategic

Proactive & Strategic

awards

Best Paraplanning Newcomer

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