Summary
Sparkes Paraplanning Limited provides high quality, relationship led paraplanning support to UK financial advice firms, alongside professional exam support for those progressing through financial planning qualifications.
The business was established to support advisers who value accuracy, consistency and well-structured advice, while also recognising the importance of developing the next generation of paraplanners and advisers through strong technical foundations.
🔹 Paraplanning Services
I work with a small number of advice firms to provide reliable, technically robust paraplanning support, including:
• Suitability report writing
• Technical research (pensions, investments, protection)
• Cashflow modelling and scenario analysis
• Support during periods of growth, transition or capacity pressure
The focus is on delivering clear, compliant and well-structured work that integrates seamlessly into existing advice processes.
🔹 Financial Planning Exam Support (Level 4 & Level 6)
In addition to paraplanning, I provide structured exam support for professionals working towards qualifications with the Personal Finance Society.
This includes:
• Level 4 (DipPFS) module support
• Level 6 (Advanced Diploma) exam technique and case study preparation
• 1:1 tuition and structured programmes
• Firm-sponsored training and development packages
The emphasis is on exam technique, technical understanding and real-world application — helping candidates build confidence and progress efficiently.
🔹 Approach
The aim is simple:
To provide dependable technical support and professional development that enables advisers and paraplanners to deliver better outcomes for their clients.
Clear. Compliant. Dependable.