Meet the Team
Founder & Managing Director
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.
Paraplanning Team Leader
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.
Paraplanner
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.
Chartered Paraplanner
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!).
Paraplanner
Dominic Parry
Paraplanner
Dominic has 5 years of experience in the financial services sector and graduated from the University of Leicester with a BA in Economics. He started as an investment analyst in an IFA firm but then got more involved with the financial advice aspect which took his interest. He achieved his Diploma in 2021 and then entered the world of paraplanning with another IFA firm.
Dominic particularly enjoys the variety he gets as a paraplanner with every case having their own differences and specific features. You learn something new every day whilst being a paraplanner.
In his spare time, he enjoys travelling when he can, playing sport, especially hockey and football and watching his beloved Aston Villa. He also enjoys going for dog walks and longer hikes with his Cocker Spaniel and partner.