Work with a results-driven, chartered paraplanner — without the expense and commitment of a full-time hire.
You pay an hourly rate, charged by the minute. No retainer, no minimum.
For your clients: cashflow modelling, report writing, research and ongoing review services.
For you and your business: technical support, investment committee input, training and consultancy.
Working with the industry’s best software to get to the right solutions efficiently and confidently.
I work on referral only. If we have worked together before, or a client or colleague has pointed you this way, please get in touch — I would be glad to hear from you.
“I wanted to thank you for the support that you provide to our firm.
Prior to working with you, we had not outsourced any of our paraplanning, as we wanted to retain full control of this in-house. However, asking for your help was one of the best business decisions we have ever taken.
Not only have you provided technically excellent reports to a very high standard, you consistently go above and beyond to provide real value to our business and to our clients. It is not an exaggeration to state that the level of growth we have achieved since working with you would not have been possible without your significant contribution.”
Client since 2010
1. Understand your business, and help you reach your goals.
2. Maintain the highest level of technical knowledge — so my second opinion is worth having.
3. Challenge when I see risk to your business or your client.
4. Act with integrity: straightforward, honest, and always on your side.
“I have been supporting advisers since my career in financial services began in 2000.
The industry has changed radically in that time — no sector has raised its professional standards further.
In September 2009 the FSA was preparing to publish the Retail Distribution Review consultation paper. It was inevitable that advisers would need deeper technical support. Recognising the gap, I set up Full Moon Analysis.
It was a great decision. I work closely with some fantastic firms, and no two weeks are the same. To this day I remain passionate about helping advisers profitably deliver sound financial advice — so that their clients meet their goals.”
David Hewitt FPFS
Senior Paraplanner & Managing Director
