Barker Paraplanning
Barker Paraplanning
  • Home
  • Services
  • About
  • Contact
  • More
    • Home
    • Services
    • About
    • Contact
  • Home
  • Services
  • About
  • Contact

Elevating Financial Advice Through Expert Paraplanning

Elevating Financial Advice Through Expert Paraplanning Elevating Financial Advice Through Expert Paraplanning Elevating Financial Advice Through Expert Paraplanning

Bespoke FCA-Compliant Reports. Seamless Adviser Support. Always Delivered On Time.

Request Our Service Guide

Your Trusted Paraplanning Partner

At Barker Paraplanning, we understand that great advice depends on great support behind the scenes. That’s where we come in.


We provide outsourced paraplanning services to financial advisers, planners, and wealth managers across the UK—delivering precise, personalised reports that are fully FCA-compliant and aligned with your firm's tone of voice.


Founded by Thomas Barker, Barker Paraplanning draws on first-hand experience supporting the Managing Director of a £1bn AUM firm in Central London. That role shaped our obsession with accuracy, efficiency, and regulatory integrity.


Today, our mission is simple:

  • Save advisers time
  • Enhance client outcomes
  • Help firms grow—without growing headcount


Whether you're a solo adviser looking for dependable backup, or a fast-scaling firm in need of overflow support, we become an extension of your team—without the overhead.


We’re not just another report factory. We're your compliance-conscious, detail-obsessed partner.

Our Core Services

Suitability Report Writing

Switch & Recommendation Analysis

Switch & Recommendation Analysis

We create FCA-compliant suitability reports that reflect your advice accurately and professionally. Every report is tailored to your firm's tone and structured to clearly communicate complex recommendations — helping you deliver better outcomes, faster.

Switch & Recommendation Analysis

Switch & Recommendation Analysis

Switch & Recommendation Analysis

We analyse fund switches, platform changes, and product recommendations — providing clear, compliant analysis that supports your advice process. Our service ensures your recommendations are documented and delivered with clarity and confidence.

Complex Strategy Reporting

Switch & Recommendation Analysis

Complex Strategy Reporting

From layered financial plans to multi-product strategies, we bring clarity to complexity. Our reports simplify your advice into structured documentation that meets compliance standards and helps your clients understand their financial journey.

Review & Update Reports

Cashflow & Forecasting Support

Complex Strategy Reporting

Keep clients engaged and informed with structured review and update reports. We help streamline your ongoing advice process by providing clean, consistent documentation tailored to your format and workflow.

Cashflow & Forecasting Support

Cashflow & Forecasting Support

Cashflow & Forecasting Support

We produce clear, lifetime cashflow forecasts to support your financial planning advice. Whether using your existing software or spreadsheet-based tools, our reports help demonstrate future income strategies in an easy-to-follow format.

Adviser Growth Support

Cashflow & Forecasting Support

Cashflow & Forecasting Support

We support the growth of advice firms by helping connect them with individuals who are actively exploring financial planning options. Every introduction is carefully matched to ensure it aligns with the adviser’s service offering and client type — helping both parties move forward with confidence.

Why Advisers Work With Us

Real People. Real Relationships.

You’ll always deal with a dedicated paraplanner who understands your firm, your process, and your clients. We’re not a faceless service — we become part of your team. 

Compliance-Ready, Every Time.

FCA standards are built into everything we do. From suitability reports to strategy documentation, our work is structured to pass compliance checks without delay. 

Efficient. Reliable. Scalable.

Need support on one case or fifty? We scale with your business — delivering consistent quality without adding headcount or overheads. 

Tailored to Your Tone of Voice.

We match your reporting style and tone to ensure continuity across your client communications. Every document reads like it came from your own team. 

Testimonials

 "Working with Tom has been an absolute pleasure. As a paraplanner, he brings a combination of technical expertise and attention to detail that makes a real difference day to day. He consistently goes above and beyond to support both advisers and clients.


From day one, he’s provided an incredibly reliable and high-quality service that’s given us the confidence and support we needed to grow. He's played a key role in helping get our company off the ground, and we couldn’t have done it without him"


 – James Harvey, Director at Forseti Wealth Partners 

Frequently Asked Questions

We provide tailored paraplanning support, including suitability report writing, research and analysis, cashflow modelling, and support with complex financial planning strategies. We also help advisers grow their businesses through our client connection service — connecting you with individuals actively seeking advice. All services are designed to integrate seamlessly with your advice process and brand. 

Yes — alongside paraplanning, we offer a growth support service that introduces you to individuals actively seeking financial advice. Each enquiry is pre-qualified to align with your offering. It’s an optional add-on that many firms use to grow sustainably. 

You can brief us by secure email, shared folder, or your preferred process. We’re happy to work from your templates, or help create structured workflows that save you time long-term. 

Typically 3–5 working days depending on case complexity. We also offer an urgent service for time-sensitive cases — subject to capacity — which can be delivered same or next day. 

No minimums required. Whether you need support on one case or a full pipeline, we’ll fit around your firm’s workflow. Retainer options are also available for regular support and guaranteed capacity. 

Contact Us

Request More Info

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Let’s talk paraplanning

Have a question or ready to explore how we can support your firm?
Drop us a message today — we’ll get back to you shortly. 

Barker Paraplanning Ltd

6 Sapling Close, South Molton, Devon, EX36 4FW

07841 613592 thomas@barkerparaplanning.co.uk

Hours

Mon

09:00 – 17:00

Tue

09:00 – 17:00

Wed

09:00 – 17:00

Thu

09:00 – 17:00

Fri

09:00 – 17:00

Sat

Closed

Sun

Closed

  • Services
  • About
  • Contact
  • Privacy Policy

Copyright © 2025 Barker Paraplanning Ltd - All Rights Reserved.

Company No. 16254311

Registered in England and Wales

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept