Chartered paraplanning you can count on.
Services
You pay an hourly rate, charged by the minute. No retainer required.
Cashflow modelling, report writing, research and ongoing review services for your clients.
Technical support, investment committee input, training and consultancy for you, your team and your business.
Work with a results-driven, chartered paraplanner, without the expense and commitment of a full-time employee.
Technology
Investing in the industry's best software to get to the right solutions efficiently and confidently.
Contact
Client feedback
"I wanted to thank you for the support that you have provided to our firm for the past ten years.
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 in the last ten years would not have been possible without your significant contribution."
Client since 2010
Business values
1. Understand your business and help you reach your goals.
2. Maintain the highest level of technical knowledge to give you a valuable second opinion.
3. Challenge where I see risk for your business or your client.
4. Act with integrity, be straightforward and honest.
About
"I have been supporting advisers since my career in financial services began in 2000.
Over that time, the industry has changed radically. I can't think of another sector that has upped its professionalism to the same extent.
Back in September 2009, the FCA was still the FSA and was preparing to publish the Retail Distribution Review consultation paper. It was inevitable that advisers would need deeper technical support. Recognising a gap in the market, I set up Full Moon Analysis.
It was a great decision. I work closely with some fantastic firms and my working week is varied. To this day, I remain passionate about helping to profitably deliver sound financial advice so that clients can meet their goals."
David Hewitt FPFS
Senior Paraplanner & Managing Director