About Us

Steve Hotham established Paraplanning Direct in 2003. Steve has fifteen years industry experience and has worked for both product providers and, more recently, IFA businesses. He has been paraplanning for seven years and has an extensive knowledge of the issues that face paraplanners on a daily basis. He holds 230 credits towards the CII Advanced Diploma in Financial Planning and is an Associate of the Personal Finance Society and Institute of Financial Planning.

Steve retains the services of a number of support paraplanners, who are all qualified to AFPC level.

Our Values

We are passionate about what we do and those who share our values. Our aim is to work with progressive advisory firms who recognise that the client service offering is at the heart of their business.

Our Core Competencies

We pride ourselves on providing cost effective paraplanning solutions, which are technically sound, client focused, well presented and sensitive to compliance issues. We embrace technology, the concept of financial planning and the issues facing IFAs in a changing financial climate.

Our Mission Statement

Paraplanning Direct aim to provide a high quality support service to IFAs who share our core value; delivering a client focused service to the UK retail financial services market. We aim to promote the positive aspect of the financial advice industry and enhance the professional standing of IFA's and Paraplanners throughout the UK. Ultimately, we aim to make a positive difference to those who interact with our business.