About Us

Providing exceptional outsourced Paraplanning for Financial Advisers across the UK

Since 2018, we've helped hundreds of Financial Advisers across the UK to improve their Paraplanning efficiency.

We continue to use our collective experience to enhance our services and deliver this combining great people and great technology.

The foundations of our service remain the same since day one:

→ High-quality service that offers value for money.

→ Efficient turnaround times: our users can select a turnaround time of 2, 5 or 8 working days, whilst maintaining a high-quality output.

→ Flexibility: our two services (Plus and Flex) cater for the varying needs of our clients. We don't believe in a ‘one size fits all’ approach.

Get in touch today for an initial consultation of how our outsourced Paraplanning services can deliver greater efficiencies to your business, and importantly, to your clients.

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Meet your dream team

Ed Spencer DipFA

Founder & Managing Director

Ed has over 12 years’ experience in the Financial Services sector, predominantly in Paraplanning roles across three different Financial Planning firms. Ed started Para-dox in 2018 using his expertise and desire to create a unique outsourced Paraplanning solution.

His focus on the innovation side of Paraplanning continues to grow, with the desire to make Financial Planning more approachable and concise for the end-client a key priority.

Outside of work, Ed likes to explore new dog walks with his partner and Labrador. Also playing cricket for his local team is a common feature during the Summer.

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Rachel Henry DipPFS

Paraplanner

Rachel has over 7 years of experience in the Financial Services sector and graduated from the University of Leicester with a BSc in Archaeology. Deciding that wasn’t for her, Rachel then transferred those skills to become a paraplanner, achieving her diploma in 2019 and is now working towards becoming chartered.

Rachel loves the technical aspect of paraplanning, and geeks out over spreadsheets and calculations! Paraplanning to Rachel feels very human and she loves the feeling of making a difference to people's lives.

In her spare time, Rachel enjoys cracking out the decks and DJing for herself and Toothless the grumpy old cat. She tolerates going to the gym and loves spending time with her partner, going out for meals and holidaying.

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Dominic Parry DipPFS

Paraplanner

Dominic has 5 years of experience in the financial services sector and graduated from the University of Leicester with a BA in Economics. He started as an investment analyst in an IFA firm but then got more involved with the financial advice aspect which took his interest. He achieved his Diploma in 2021 and then entered the world of paraplanning with another IFA firm.

Dominic particularly enjoys the variety he gets as a paraplanner with every case having their own differences and specific features. You learn something new every day whilst being a paraplanner.

In his spare time, he enjoys travelling when he can, playing sport, especially hockey and football and watching his beloved Aston Villa. He also enjoys going for dog walks and longer hikes with his Cocker Spaniel and partner.

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Steve Williams FPFS

Chartered Paraplanner

Steve has worked in financial planning for over 10 years, is a Chartered Financial Planner and Fellow of the Personal Finance Society. He also completed the Investment Management Certificate in 2015. He has extensive paraplanning experience, having held a number of Senior Paraplanner positions, specifically working on complex financial advice cases and assisting advisers in providing advice to clients in a timely and effective manner.

Outside of work, Steve’s time is spent with his partner and daughter, as well as trying to squeeze in a bit of exercise as and when he can (and the odd holiday!).

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