Kat Mock FPFS

Experience

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  Aon

  Jan 2003 - Jan 2004

  Final Salary Pensions Administrator

  Providing administration support for a number of Final Salary pension schemes.

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  Zurich Financial Services

  Jun 2006 - Oct 2010

  Senior Relationship Support Manager

  Whilst my role varied over the time I worked at Zurich, the main focus was building relationships with a contacts both internally and externally to provide an all-round high quality service for IFA firms and their clients.

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  Target Financial Management

  Oct 2010 - Jun 2011

  Paraplanner

  My role was to prepare detailed suitability reports across a number of advice areas including investments, pensions, protection, tax, trusts and estate planning. I also provided detailed fund research using financial planning software.

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  Towry

  Jun 2011 - Sept 2012

  Associate - Wealth Planning (paraplanner)

  My role was to provide paraplanning support to a number of aligned Financial Advisers. I produced cashflows as a starting point for lifetime financial planning followed by high quality research and personalised reports on a wide range of subject areas.

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  MoneyScope

  Aug 2012 - Apr 2016

  Cashflow Planning Support
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  The Paraplanners

  Sept 2012 - Apr 2016

  Senior Paraplanner

  Working as an outsourced Paraplanner providing high quality service and support to a wide variety of IFA firms. This ranges from detailed research and analysis to the crafting of bespoke written reports.

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  Octagon Consultancy

  May 2016 - Nov 2016

  Paraplanner

  Providing bespoke technical and financial planning support to our clients. This involves attending and contributing to client meetings, providing detailed analysis and reports as well as organising and planning for future client needs.An important aspect of our planning approach includes the use of cash flow software to visualise whether our clients are likely to be on track to meet their goals. This helps us to demonstrate options, potential pitfalls and ultimately to determine the right lifetime strategies. Show less

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  The Aspire Partnership

  Nov 2016 - Mar 2019

  Chartered Financial Planning Analyst

  The Aspire Partnership offers financial planning services & strategic investment advice. We help people make the most of the financial opportunities they come across, meet their own personal financial aspirations and align these with their business goals. Clients should feel that they are dealing with a firm that has their interests at heart.We use our professional knowledge and own personal experience to help create a plan that can offer real financial direction and peace of mind.We deal predominantly with the financial needs of individuals, small business owners and those who look after other peoples' money (Trustees, Power of Attorney). My responsibilities are research, analysis and assisting with the advice process by constructing client reports and attending client meetings. Show less

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  Unity Paraplanning

  Mar 2019 - now

  Director & Head Paraplanner

  Unity Paraplanning is an outsourced Paraplanning firm based in Bristol. We work closely with financial planning firms to support the advice process and provide high quality suitability reports and research. Our technical knowledge and practical experience spans a number of advice areas including money purchase and defined benefit pensions, investments, estate planning, protection and more. We have strong values and a desire to help you get to the right solutions that fit your clients perfectly. We listen, make suggestions, ask constructive questions and keep records to help translate your advice into a compliant file and suitability report. Show less