Pivotal Paraplanning
Personal, reliable, honest and efficient.
Our Values
Personal
Our unique selling point is our personal approach. We listen to you and cater to your needs, always asking “What would make your business more successful?”
We named our business Pivotal because we aim to be the crucial element in your success. We pride ourselves on providing high-quality paraplanning services that elevate your business.
Honest
As a paraplanner, we handle sensitive financial information and assist with services that can significantly impact your clients’ financial well-being. By maintaining honesty in our interactions and communications, we ensure transparency and integrity, allowing you to trust the accuracy and authenticity of the services we provide.
We will consult with you to ensure the recommendations are tailored to the client’s needs. If we see potential for improvement, we will communicate our suggestions with you.
At Pivotal, we understand the significance of your clients and the importance of entrusting work to others. We are committed to upholding our core value of reliability by consistently providing exceptional service and going above and beyond to earn your trust.
Reliable
Efficient
We place a strong emphasis on optimising resources and processes to maximise output. We value effective time management and clear communication to provide an efficient service you can rely on.
We harness cutting-edge technology, including AI, to deliver efficient, accurate and swift service.
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Leanne Pickering
DIRECTOR
I pride myself on being a dedicated paraplanner with a passion for helping advisers and clients navigate the complexities of financial planning. With over 13 years of financial services experience, I specialise in providing detailed and tailored paraplanning support, ensuring that each client receives a personalised suitability report.
My journey in financial services began in pensions. I worked for a number of companies specialising in SIPPs and SSAS administration, before moving into an in-house paraplanning role.
I established this business so that I could provide personalised paraplanning services to a wider audience. I found that each adviser needed something different which I could only provide independently as an outsourced paraplanner rather than in-house.
Over the years I have honed my skills in pension analysis, investment planning and creating comprehensive suitability reports. My commitment to accuracy and excellence drives me to stay updated with the latest industry trends and regulations.
Thank you for visiting my website and if you feel Pivotal can add value to your business please get in touch.