Who are facilit8?
facilit8 is a team of highly experienced, reputable, and trustworthy paraplanning services experts, with a long history of professionalism in the financial advice field. Our founders are trained financial advisers, leading a team of qualified, hand-picked professionals to deliver the services our clients need. We offer completely integrated paraplanning solutions alongside coverage for a wide range of administration-related tasks, from PA and EA services to virtual paraplanner assistant tasks, to help your business run smoothly.
To provide the highest levels of personal, reliable business support for ambitious financial advisers. This allows you to free your time, focus on what you love doing, scale without staff and create your ideal work-life balance.
Helping you be the best, realise your ambitions and live the life you want. We make our clients' lives easier and help create more time for them to grow their businesses and spend more time with their loved ones.
Big enough to deliver, small enough to care. Our team are highly skilled in many areas of business, so we can adapt the support you need as your business grows, be that coaching, recruitment etc. Just ask!
Our extensive experience in the financial industry means we can anticipate what our clients will need in the future, and we can help them build their businesses.
There is a level of kudos, and people are proud to have us on their team. We deliver a bespoke, tailored service to every client with a personal touch.
Our systems and processes are tried, tested and robust. We create a quality experience for our clients, suppliers and team, no matter who they are dealing with. This consistent experience leads to a brand that people can trust with repeatable results.
Consider us part of your team. We are in this for the long term. Building trusted relationships with our partners and investing in your success every step of the way.
We get it. We have worked in the financial industry for decades, so we know what it takes to build a successful business. We know how hard it can be and how the right help is vital to scale.
Meet the team
A current St. James's Place Partner, Jonathan has in-depth knowledge of paraplanning outsourcing thanks to his extensive experience as a financial adviser since 2007. He is a highly qualified Chartered and Certified Financial Planner and uses his years of expertise to enhance our services and deliver a custom, on-point service. As an adviser in his own right, Jonathan's expertise is invaluable for anticipating the needs and goals of our clients.
Craig has worked in various areas of financial services since 2001, with experience as both a branch-based adviser and national IFA. With nearly ten years of experience working directly with St. James's Place advisers, he uses his knowledge to improve and tailor our financial paraplanner services to meet the highest possible standards. His technical understanding and unique perspective allow us to deliver a service as specialised as our client base.
Amanda is a valued member of our facilit8 team, serving as a dedicated Paraplanner. With a rich background in finance and a diverse set of interests, she brings a unique perspective and expertise to our organization.
Process Development Manager
Chris is an invaluable member of our facilit8 team, serving as our Process Development Manager. With a background steeped in administration and management, he brings a wealth of experience and dedication to our organization.
Danielle is an integral part of our facilit8 team, serving as our Personal Assistant. With a background in education and a diverse range of interests, she brings a unique perspective to our organization.
Jo is a vital member of our facilit8 team, holding the role of Senior Paraplanner. With a rich history in banking and financial services, combined with a love for family and outdoor activities, she brings a wealth of experience and passion to our organization.
Senior Technical Administrator
Katie Williams is a vital member of our team at facilit8, serving as our Senior Technical Administrator. With a background that blends diverse experiences, she brings a unique perspective to our organisation.
Administrator / Technical Administrator
Kellie Larkkom-Till is an essential member of our facilit8 team, serving as both an Administrator and Technical Administrator. With a background in business, finance, and a diverse range of interests, she brings a unique set of skills and experiences to our organization.
Operations Manager & Paraplanner
Luanne is a cornerstone of our facilit8 team, serving as both our Operations Manager and Paraplanner. With an extensive background in financial services and management, she brings a wealth of expertise and dedication to our organization.
Morgan Heenan plays a pivotal role in our facilit8 team as a Technical Administrator. With a background steeped in management and a passion for finance administration, Morgan brings a wealth of expertise to our organisation.
Rachael plays a vital role as our Technical Administrator at facilit8, bringing a wealth of international experience and a unique blend of talents to our team.
Stephanie is a versatile member of the facilit8 team, serving as our Technical Administrator. She brings a unique blend of experiences and a passion for learning and adventure to her role.