meet the team

Our ever-growing team of Paraplanners collectively has over 120 years of experience in the Financial Services sector. Our tight-knit team sits at the centre of our technical, well-experienced service and ensures our clients receive cohesive support. 

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Ed Spencer

Founder & Managing Director

Ed has over 10 years’ experience in the Financial Services sector, predominantly in Paraplanning roles across three different Financial Planning firms. Ed started Para-dox in 2018 using his expertise and desire to create a unique outsourced Paraplanning solution.


His focus on the innovation side of Paraplanning continues to grow, with the desire to make Financial Planning more approachable and concise for the end-client a key priority.
 

Outside of work, Ed likes to explore new dog walks with his partner and Labrador. Also playing cricket for his local team is a common feature during the Summer.

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Hanaa Asif

Paraplanner

Hanaa graduated with a MSc in Economics from Manchester University and her first Financial Services role was with an IFA in Milton Keynes, who created a Trainee Paraplanner position for her
and ignited a love for paraplanning. She has been in financial services for the last six years and has worked for an IFA, an outsourced Paraplanning firm and Quilter network firms. She is currently working towards gaining her Diploma and loves the flexibility Para-dox offers, allowing her to fit studying in around her work and personal life.


Hanaa lives with her husband, daughter and two cats. Family time includes baking, watching a TV series about baking, cycling and completing craft projects.

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Barry Wiggett

Paraplanner

Barry has over 30 years’ experience in the Financial Services Sector within a wide variety of positions. He worked for Lloyds Private Banking for six years, initially as File Verification Reviewer in the Compliance Department and then as Paraplanner. He was one of the original paraplanners for Lloyds Private Banking, helping to establish procedures and processes that led to the success of the team and eventual roll out to all Private Banking Offices around the country. After leaving Lloyds Private Banking he worked as a Paraplanner for an Independent Financial Adviser in Eastbourne, before becoming a Financial Adviser with Co-operative Financial Services and then with the Halifax.


His friends would say he is kind and a bit of a geek. He likes remote working because he can listen to BBC 6 Music all day and discover new bands. He loves going to gigs and, despite his advancing years, he can still be found in the mosh pit. He also enjoys watching Marvel Cinematic Universe and Star Wars related films and TV shows.

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Lucy Lloyd

Paraplanning Team Leader

Lucy has over 20 years’ experience in the Financial Services sector within a wide variety of positions, notably roles at Lloyds in regulated complaints for over five years before progressing onto a Financial Advisory firm as a Quality and Control Supervisor.
After obtaining the Diploma in Financial Advice, Lucy became a Financial Adviser but learnt more about Paraplanning and decided to move to a Senior Paraplanning role for a Quilter Network firm. Lucy works closely with the Managing Director and is responsible for the day-to-day management of the business, ensuring a high level of service and quality is maintained.


Her friends would describe her as friendly and hard working. In her spare time, she enjoys spending time with her family and walking her rescue dog as well as going to the cinema with her children.

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Peter Chalmers

Paraplanner

Peter has over 30 years’ experience within the financial sector and has gained his advice qualifications; the Diploma in Regulated Financial Planning, Certificate in Discretionary Investment Management, Certificate in Securities Advice & Dealing and Certificate in Mortgage Advice. Peter more recently worked for a number of independent financial advice firms as a Paraplanner before becoming the first member of our paraplanning team in January 2021.


Peter has a wide variety of interests, including railways and cars. He has been an active member of the MG Car Club since 2017 and joined the Committee for the Caledonian Centre (2020) and 635 Register (2021). He was appointed as Secretary of the 635 Register in December 2021.

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Steve Williams

Chartered Paraplanner

Steve has worked in financial planning for over 10 years, is a Chartered Financial Planner and Fellow of the Personal Finance Society. He also completed the Investment Management Certificate in 2015. He has extensive paraplanning experience, having held a number of Senior Paraplanner positions, specifically working on complex financial advice cases and assisting advisers in providing advice to clients in a timely and effective manner.


Outside of work, Steve’s time is spent with his partner and daughter, as well as trying to squeeze in a bit of exercise as and when he can (and the odd holiday!).

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Roisin Hughes

Paraplanner

Roisin has over 16 years’ experience in the Financial Services sector and started her Paraplanning career in 2008 in London until 2018, during which time she passed her Certificate in Financial Services and Regulated Diploma in Financial Services to become an experienced Level 4 qualified Paraplanner. Over the years, she has provided support to advisers and administrators to offer a first-rate service to a range of private clients. This includes business across Retirement Planning and Pension Analysis, Investment Analysis, Cashflow modelling and Protection.


Roisin enjoys spending time with her family and friends, and loves going out for meals, reading and long walks in the countryside.

Outsourced Paraplanning UK