Why use Katalyst Paraplanning?
Katalyst Paraplanning has been established by Katharine Bonner, a Chartered Financial Planner with experience of working within Adviser Firms, Providers and Defaqto.
Our business was established following 2 years of development, working with some of the industry’s leading Advisers. The processes developed during this period mean that we offer our clients an efficient and repeatable service.
We can adapt our systems to complement your business and the way that you like to work.
We will support your business with the use of various tools including Truth and Voyant, FE Analytics, Defaqto Engage, Selectapension and O&M.
Our aim is to enable you to build a robust business by putting your client’s needs first.