Welcome to our growing Paraplanning firm based in Loughborough.
We are proud to be the preferred choice for St. James's Place Partners since 2016.
Rachel Johnson - Director
Rachel began her career in the financial industry as a personal assistant, where she noticed a lack of care given to suitability reports prepared by third-party paraplanners. Rachel decided to make it her mission to improve the service Partners receive and pursued her diploma in financial services, laying the foundation for her expertise in the field.
Rachel firmly believes in the value of clear and comprehensive reports, ensuring they are not only technically sound but also presented in a way that is easy for clients to understand. Rachel's commitment to excellence extends beyond the technicalities of paraplanning; it is about making a lasting impression and building trust with clients.
With Rachel at the helm, Johnson Paraplanning delivers report writing services with expertise, attention to detail, and a focus on clients needs.
Daisy Musgrave - Paraplanner
Sophie Townend - Administrator
Holly Musgrave - Administrator
Address
1 The Church Rooms
6 Church Street
Barrow upon Soar
Loughborough
LE12 8PR
Contact
Opening Hours
Mon - Fri
9:00 am – 5:00 pm