Alpha

My name is Richard Simmonds and I am the Director of Alpha Paraplanning Ltd which I set up at the end of 2011. I have worked in Financial Services since 1994 and secured my first Paraplanning position in 2001 with a Pension Transfer Specialist, having previously worked as a tied agent for Eagle Star.

I hold the full Financial Planning Certificate and am busy working towards acquiring QCF Level 4 Diploma status. I am passionate about providing great service to my IFA clients and am always willing to go the extra mile to ensure the job is done right. I pride myself on the thoroughness with which I write my suitability reports and have often been praised for their quality by both the IFA and in many cases, the end consumer.

I have experience in the use of the following systems:

  • Truth
  • Voyant
  • Selectapension
  • Assureweb
  • Synaptic (including Comparator)
  • The Exchange
  • Adviser Office
  • Distribution Technology
  • FE Analytics
  • Intelliflo
  • Plum
  • Volume

I have signed the Data Protection Register and as a data controller, take my responsibilities for client data very seriously.

I can assist you with a broad range of financial planning solutions and am happy to negotiate a reasonable price for all work completed. For details of my standard charges, please call me on 07775 848652. Alternatively, you can email me at alphaparaplanning@gmail.com

Best wishes

Richard