About Us
Established by Steven Hotham CFP, Paraplanning Direct has been providing support to IFAs since 2004 and is at the leading edge of outsourced paraplanning.
Steve has over fifteen years industry experience and has been working with IFA’s since 1996. He is a Certified Financial Planner licensee and has achieved the Chartered Financial Planners designation, placing him amongst the most qualified practitioners in our profession.
Our Values
At Paraplanning Direct we are committed to the value of professional independent financial advice in the UK retail market. We support measures that increase consumer confidence, development of professional standards and conflict free advice and planning.
Our Mission Statement
Our aim is to provide the highest standards of support to IFAs in delivering professional advice and planning to their clients, whilst promoting the positive aspect of the financial services industry and the professional standing of IFAs and Paraplanners in the UK.
