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.

Sian Davies Cole Headshot 09.2020
Adam Owen

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.

isabel pook

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.

kiberley

Hello I’m Kimberley Malin, Paraplanning Administrator at Plan Works.

After working as an Administrator in the Financial Services industry for almost 8 years, with varying levels of seniority, I felt it was time to take my career to the next level. I wanted to find an opportunity that would allow to transition from ‘Administrator’ to ‘Paraplanner’ and that is when I found Nathan & Sian at Plan Works and I knew instantly this was the firm for me!

I am currently studying for my level 4 Diploma with the CII however I feel that a healthy mix of professional exams and experience is key to a successful paraplanning career. Financial Planners want to and need to know they are in ‘good hands’ collaborating with a well-rounded and skilled paraplanner, so having practical experience is key.

I pride myself in delivering high quality work and pushing myself to be the best I can be, both professionally and personally.

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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25+ Years Experience

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