Research & Planning

Paul Claricoates

Paul is our Senior Paraplanner and leads our Research & Planning Team.

He has a 25-year experience in financial services, predominantly in the High Net Worth technical field within the independent financial advice sector, as well as bringing his knowledge from the insurance and bank assurance markets.

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Paul also brings his expertise to our bespoke planning service for our wealth management clients and continues his personal development in his ongoing studies.

Alison Wood

As part of our Research and Planning Team, Alison specialises in portfolio valuations and business support. Previously she has excelled in roles varying from Personal Administrator to Administration Manager and has over 13 years’ experience in financial services. Having worked for Baggette & Company previously, Alison returned to us in April 2016.

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Alison has been married for 24 years and has two children. She enjoys socialising, exercise, music (playing keyboard and trumpet) and is an active member of a local church.

Paul Rogers

Paul is a Trainee Paraplanner with 20 years’ experience within the financial sector. During this time he has worked as a Financial Adviser and within Compliance. Currently Paul holds his Certificate in Financial Planning and is continuing with his study and qualifications to complete his diploma.

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When he is not looking after his son Paul enjoys playing the guitar and is a keen mountain biker.

Louise Perry

Louise Perry is a Trainee Paraplanner with over a decade of experience in the financial services industry, previously working in Investment Banking and Stockbroking.  Louise holds a Diploma in Financial Planning, an Investment Operations Certificate and an Investment Advice Diploma with the CISI.

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She is married and enjoys spending time with her young family.

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Paul Brett

Paul brings a wealth of knowledge and experience to the Technical Services Team as he has worked in the Financial Services industry for many years and has spent time during his career at Barclays Bank and several firms of IFAs. Paul is qualified to DipFA level and has a Business Management & Teaching degree.

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He is a firm believer in having a clear business focus and the importance of relationship management with clients. In his spare time Paul enjoys nothing more than spending time with his family.