Defining The Efficiency Standard in Paraplanning
Founded by Thomas Barker after serving as the dedicated paraplanner to the Managing Director of a £1bn AUM firm, our roots are firmly planted in the realities of high-level financial planning. We’ve seen the pressure, the compliance demands, and the client expectations firsthand. We also saw that the traditional, flexible model of outsourced support was broken—it lacked the consistency and deep integration needed for true excellence.
That's why we exist: to set a new standard. We built Barker Paraplanning to solve these problems through a true partnership model. By combining the first-hand experience of our expert team with the power of our proprietary FinAlchemy technology, we deliver a service that is not just outsourced support, but a strategic extension of your team.
This is paraplanning, done properly.
Who We Partner With
We partner with forward-thinking financial advice firms across the UK who are focused on growth, efficiency, and delivering the best possible outcomes for their clients. Our partnership model is designed for a range of structures, from ambitious solo practitioners to established multi-adviser teams.
Our service is the ideal fit for firms who:
- Value a True Partnership: You are looking to move beyond transactional, ad-hoc support and build a deep, integrated relationship with a strategic partner.
- Prioritise Guaranteed Capacity: You recognise the value of having a dedicated portion of an expert team's capacity reserved for your firm, eliminating the uncertainty of freelance availability.
- Are Focused on Scalable Growth: You need a reliable, efficient operational backbone that can scale with your business without the risks and hidden costs of hiring.
- Demand Robust Compliance: You understand the importance of having a defensible, technology-driven process for the Consumer Duty era.
