FOUNDER AND PARAPLANNER

Alex, the founder and driving force behind High View Paraplanning.

Alex cultivated her skills and professional ambitions whilst working for a reputable independent financial planning firm in Hampshire. Along the way, Alex has completed the Level 4 Diploma in Regulated Financial Planning and is currently working towards achieving chartered status, a testament to Alex’s commitment to this profession.

Like many financial planners, Alex initially ventured into the world of paraplanning as a steppingstone in her training to become a financial adviser. However, the intricate, behind-the-scenes work which provides financial advisers with the tools needed to deliver their clients with excellent advice expresses Alex’s passion and abilities.

It is this journey that has led Alex to establish High View Paraplanning. Now, as an outsourced paraplanner, Alex offers a bespoke service, nationwide, to help financial advisers save time and money.

CO-FOUNDER AND OPERATIONS GURU

Max, the co-founder of High View Paraplanning, is the driving force behind our business operations.

With a keen interest in detail and a commitment to efficiency, Max is devoted to the continued refinement of our internal processes, an essential element contributing to the ongoing success of High View Paraplanning.

Max serves as a crucial member to the team, offering invaluable support across various areas. His assistance enables Alex to concentrate on delivering dedicated paraplanning support.