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.
News & updates
Why paraplanners should apply for the cISI Paraplanner of the Year 2021
Hear from current Paraplanner of the Year (2020), Pippa Oldfield and previous winner, our very own Kat Mock, talking about what they learned by entering the award and why other paraplanners should give it a go.
Paraplanner of the year 2019
Kat Mock was proud to be awarded the Paraplanner of the Year award in 2019 by CISI.
Paraplanner of the year 2017
Kat Mock was proud to be awarded the Paraplanner of the Year award in 2017 by Professional Paraplanner magazine.
Kat Mock and Andy Marshall talk Powwow Southwest
We love to share and learn from other paraplanners and the Powwow is the ultimate place to do this. The events are modern, creative and collaborative. It’s a great place to update your knowledge and come away with some great ideas to try.
Professional Paraplanner interview - May 2019
Kat Mock talks about how she reached the decision to set up Unity Paraplanning, the steps she took and her plans for the future.
Why I joined the PFS panel and setting goals for 2020 - Feb 2020
Kat recently joined the PFS Paraplanner Panel, a group that aim to proactively support new and existing paraplanners by sharing best practice, contributing to and sourcing event content for the Purely Paraplanning conferences as well as highlighting areas of challenge that we come across and ideas for making things better for everyone.
In this article, Kat talks about her reasons for joining, along with her goals for 2020.