About Us
Giving you more time with clients, less time undertaking the necessary Paraplanning tasks, boosting your time to spend on developing and building your business
What do we do?
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In a nutshell, Pathway Paraplanning offer report writing, tax calculations, cashflow modelling, consultancy on a number of areas, development of processes and procedures, and also mentoring opportunities.
Who are Pathway Paraplanning?
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Pathway Paraplanning was formed by Joe Coleman who has over 15 years experience in Financial Services. Joe is currently Diploma qualified and currently working on becoming Chartered to show his full commitment to the profession.
Joe spent nearly a decade within the insurance sector in a number of senior positions, and then made a transition into the Wealth Management arena many years ago, becoming qualified within a short space of time.
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He has worked in Paraplanning roles for several different Advisers which has allowed him to build a solid foundation in the Paraplanning arena. In addition to this, he has experience in working for an award-winning Platform enhancing several processes which aided the business in its early development.
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Subsequent to the above, Joe worked in a Compliance role where his role was primarily the assessment, and grading, of Suitability Reports provided by a significant number of different Advisers. This role required a significant amount of technical knowledge in relation to the advice process which means he is confident a wide array of products, as well as holding a strong belief that reports should be unambiguous, as clear from jargon as possible, and at the same time be fully compliant from an FCA perspective. Effective communication was vital to the overall process, as was giving guidance, to ensure all Advisers felt supported and Suitability Reports were as compliant as possible.
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Why create Pathway Paraplanning?
Joe started ‘Pathway Paraplanning’ in 2022 after believing that he could offer assistance to Financial Advisers using his experiences across the industry. He also feels that exposure to different firms, with different client bases, can help create better outcomes for clients on a wider scale.
What are the values of Pathway?
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Ultimately, clients must come first, and that is best achieved by allowing Advisers to be free to provide them with the best service available. Adviser’s time is a precious commodity (no pun intended!) therefore if the services on offer, aid with the release of time for Advisers to spend with their clients, then ultimately that provides the best outcome for all parties. The business model is primarily built on ensuring that Advisers have all the support they need, can deliver high quality reports, can enhance their own businesses, and ultimately have the view of the client at the forefront.