Our Partners

Michael Pashley FPFS

Managing Director of Practical Financial Exams Limited

Michael is an experienced financial planning training consultant with a technical background in investment, pensions, and compliance. He is an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society.

Practical Financial Exams provides the Practical Investment Planning qualification; an advanced qualification focused on the practical and soft skills involved in the delivery of professional, compliant investment advice.

Michael Pashley FPFS, Chartered Financial Planner
Managing Director of Practical Financial Exams Limited
07447 892422 | contact@practicalfinancialexams.co.uk
www.practicalfinancialexams.co.uk

Alistair Wells

Alistair Wells is an experienced commercial and employment solicitor. He was a partner at Woodfords in Fulham until November 2020, when he left to set up a brand-new law firm, Tend Legal, with his wife Shona.

Tend Legal specialises in helping SMEs with all legal aspects of their business, handling company, commercial, employment and dispute resolution work. Tend Legal bring a fresh, human approach to legal services and describe themselves as ‘lawyers for people who don’t like lawyers’.

Alistair Wells, Managing Director of Tend Legal
alistair.wells@tend.legal
020 3918 1776
Tend.legal

Paul Thompson

Founder of AdviserAccelerator.com
Expert in marketing and lead generation for Financial Advisers, Financial Planners and Wealth Managers.

Paul is the Founder of AdviserAccelerator.com and an expert in digital marketing for the financial services industry. He specializes in helping Financial Advisory companies build, launch and scale their own Linkedin lead generation campaigns. Having already worked with 100s of different advisory firms from around the world, he gets the subtlety of attracting high value prospects and clients.

Founder of AdviserAccelerator.com
Website: https://AdviserAccelerator.com
Contact: support@adviseraccelerator.com

Sian Davies Cole

Chartered Paraplanner & Director of Planworks

Plan Works is an outsourced paraplanning company, offering support through paraplanning and consultancy to Financial Planning firms across the UK.

The company was founded in 2013 by Nathan Fryer, and Chartered Paraplanner Sian Davies Cole joined in September 2020 as a fellow Director & co-owner. There are now a further two members of the team, who are Paraplanning Administrators and on their journey to becoming Paraplanners.

We all work from home and our core beliefs are Quality, Happiness, Fairness and Opportunity. We put the end client at the centre of the services we provide.

sian@plan-works.co.uk

01737 668853

Plan Works Portal