Who We Are & Why We Exist
At Barker Paraplanning, we believe the best outsourced support shouldn’t feel outsourced at all. It should feel like a seamless extension of your own team — consistent, reliable, and aligned with how you already work.
Founded by Thomas Barker, a former paraplanner to the Managing Director of a £1bn AUM firm in Central London, our roots are firmly planted in the realities of high-level financial planning. We’ve seen the pressure, the compliance demands, the client expectations — and we’ve built a service designed to ease that burden.
With first-hand experience handling complex advice cases and fast-moving workloads, I know exactly what advisers need:
- Reports that are fast but never rushed
- Clear, compliant wording that passes internal and FCA checks
- A trusted partner who gets your tone, your clients, and your process
Barker Paraplanning exists to help you grow your business without growing your stress. Whether you’re a solo adviser managing everything yourself or part of a larger team looking to scale efficiently, we’re here to support you — flexibly, professionally, and always on your terms.
This is paraplanning, done properly.
Who We Work With
At Barker Paraplanning, we support a wide range of advisers — from solo IFAs to firms operating under national networks.
Whether you’re working independently, managing a growing team, or part of a group compliance structure, we tailor our support to match your reporting style, templates, and tone of voice.
We currently assist:
- Solo financial advisers looking to stay client-facing while outsourcing report creation
- Appointed Representatives (ARs) working within network frameworks
- Firms operating under restricted advice models
- Multi-adviser teams scaling up without taking on full-time headcount
- Wealth managers seeking overflow support during busy periods
Our experience spans both independent and restricted environments, so we know how to adapt to your compliance requirements — without compromising turnaround or clarity.
Whether you need a report this week or full-service paraplanning long-term, we fit around your firm like an extension of your team.
