Plan Works expands with paraplanner partner addition

Fryer, who founded the business in 2013, said the move was the first step in growing the business. He has, until now, run the business by himself.

Davies Coles will join the firm as partner and director. The business operated from offices in Nutfield in Surrey, but Davies Cole will work remotely from Bristol.

Fryer said: "I had got to the stage where I was happy with the business as it was and needed a fresh pair of eyes and added stimulus to help take it to the next level. 

"I advertised a position and was very pleased when Siân responded, as she brings a wealth of experience and expertise not just as a paraplanner but in running teams and in business operations and procedures implementation." 

The partners are both involved with the Paraplanner Assembly organisation.

Davies Coles' experience means the operation can now offer specialist paraplanning services on tax vehicles such as EIS and VCTs and other more complex tax planning. It will also offer a consultancy service to help financial planning firms enhance their efficiency and service to clients.

Fryer added: "Bringing a partner into the business enhances decision-making, balances the running of the business and allows for greater focus on quality and development."

Davies Coles said: "We intend to grow organically, through referrals, which tends to generate the right kind of business for a firm of our size."

She added the business was also looking to add more staff, starting with an administrator.

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• Topics
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• Siân Davies Cole
• Plan Works
• Paraplanner Assembly
• Nathan Fryer
• paraplanning
• outsourced paraplanner
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