07976232185

Katharine Bonner ACll AFPC

  • Why Katalyst?

    Our aim is to enable you to build a robust business by putting your client’s needs first.

  • Our business

    Established following 2 years of development, working with some of the industry’s leading Advisers.

  • Business Support

    Using software such as Truth, Voyant, FE Analytics, Defaqto Engage, Selectapension and O&M we can ensure that our support is well researched and efficient.

Paraplanning Services

Research

Research of a particular product market and selection of an appropriate provider

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Preparation of Client Reports

We can work with you to develop a suite of client reports that reflect your business ethos. We can then use these personalised templates to support your business.

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Technical Support

Our paraplanners are qualified Chartered Financial Planners with considerable industry experience.

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