We are an outsourced paraplanning company, based in Bristol.
We provide high quality, technical research and reports to support your advice in a clear and easy to understand way.
Well-qualified. Experienced. Practical.
Kat Mock FPFS, ACSI, Certs CII (MP & ER) - Director, Chartered Financial Planner & Paraplanner
Kat has worked in the financial services industry for eighteen years and worked alongside financial planners in various roles.
Since becoming a paraplanner in 2010, Kat has become a Fellow of the Personal Finance Society and was very proud to be awarded Paraplanner of the Year 2017 by the Professional Paraplanner magazine and Paraplanner of the Year 2019 by the Chartered Institute for Securities & Investment.
Kat prides herself in providing a personal, incredibly detailed and bespoke paraplanning support to our clients. Always keen to learn, Kat will never rest on her laurels and is always looking for ways to improve both her own knowledge and that of those around her.
A big passion for Kat is supporting financial planners and paraplanners to learn and grow, respecting differences and understanding that there is often more than one way to look at things. She is always willing to share and contribute to help the planners we work with, their clients, the Unity team and the wider community as a whole.
Specialities: Trusts and estate planning, lifetime cash-flow planning, investments, pensions, defined benefit transfers, product research, report writing.
Dave Cole DipPFS - Paraplanning Team Manager
Dave has been been paraplanning for over 10 years and loves getting into the thick of technical queries, the weirder the better. With exceptional leadership skills, Dave manages the day to day workload, supports and coaches the team.
He is diploma qualified, working towards Chartered status. He has vast experience and a thirst for technical knowledge. Feel free to ask him about CGT - he absolutely loves it (we aren’t sure why).
In his paraplanning work, Dave takes on the more complex cases, providing a comprehensive and personal service to our clients. He will always offer to be a sounding board and often finds himself working through ideas and options in initial case calls with our clients.
Specialities: Tax planning, pensions, investments, spreadsheets, weird technical rules that no one has ever heard of, mentoring.