Andy Schleider, Haven Paraplanning

View Andy Schleider profile
Haven Paraplanning

Haven Paraplanning Paraplanning
Tunbridge Wells
I'd like to speak to financial advisers/wealth managers. As accountants and solicitors (especially family lawyers) work alongside financial advisers
Referral Manager

Business Description

Haven Paraplanning

Based on the Kent and East Sussex border, we work with financial planners, wealth managers and IFAs across the south east of England and beyond.

Our clients appreciate that we take away the technical administrative side of financial planning, providing high quality, accurate and detailed research, analysis, projections and reports. With a little extra support, you can take back time for fee-earning, or even personal, activities.

We pride ourselves on being a safe pair of hands and highly detail orientated. We always aim to provide the most professional service possible, with security, compliance and technical expertise underpinning everything we do.

As every adviser is different, we like to get to know you a little bit better before we start work. We offer a free initial consultation to talk about what support you need and how you like to work. We can provide you with a bespoke service that fits in with your business – as an additional on-going or short-term resource, or on an ad-hoc basis.

My Recommendations

Andy did a great job in showing me the benefits of becoming a member of the Utility Warehouse club. He is knowledgable, friendly and informative. Their really is a lot to gain and nothing to lose by switching.

Many thanks Andy

from Michael Holman

Accreditations & Qualifications

Andy Schleider DipPFS

Director & Paraplanner

With 20+ years of experience in paraplanning and a Level 4 Diploma in Financial Services, I support financial advisers and planners with the administrative tasks that allow them to effectively advise clients on financial planning.  This includes analysis, research, report writing and cash flow projections.

Angela Schleider BSc (Hons)

Director & Office Manager

Taking advantage of my business and financial services experience, I help Andy run Haven Paraplanning. I joined the team to share my expertise in both these fields, as well as to act as Andy’s sounding board and provide support where needed.

MY STORY

I started my career in financial services, where I worked for 17 years before being made redundant. I became a childminder to fit around raising my own children, which gave me valuable business experience. During this time, I also studied for a degree in Mathematics via the Open University to become a private Maths Tutor.

Haven Paraplanning is a family business, and my role is to manage the day-to-day running of it, to allow Andy to focus on supporting financial advisers with paraplanning services.