Story - Paraplanning Outsourced Paraplanning

The Accelerate team is made up of a forward-thinking group of highly qualified and experienced paraplanners, administrators and compliance experts. We have a wide scope of expertise and pride ourselves on personal and professional development.

We have all worked within Chartered and FCA regulated firms and have a strong understanding of delivering exceptional service to clients, adhering to strict guidelines and principles, and ensuring that our work is compliant, ethical and of the highest standard.

Our experience is also unique, as we have all been able to work with many different types of clients, ranging from people just starting out on their financial journey, right through to high-net worth individuals who are in the lead-up to, and enjoying, their retirement.

We have an all-round knowledge of a vast array of financial strategies, including investments, protection, estate planning and mortgages. We also understand the need for clear communication and aim to present you and you clients with accurate, well-researched and well-informed planning.

Matt Baird

Matt has worked in the financial sector for over 10 years. During this time, he has undertaken many qualifications earning him his Diploma in Regulated Financial Planning and is currently working towards obtaining his Chartered status.

He has a passion for personal development and travelling the world. Outside of work he spends time playing football, reading and socialising.

Deb Watts

Deb is our Administration Manager.

Deb has worked in the financial services sector for 10 years, gaining a unique insight behind the scenes of the industry. She has a genuine love of spreadsheets, which serves to keep everything running in-house and beyond.

Deb provides support in a wide variety of administrative tasks across the team and directly to advisers.

In her free time, Deb enjoys theatre (both live & on film) spending time with her family, crafting and long walks in the rain.

Stephanie Tennant

Stephanie is one of our Adviser Support Executives.

She has worked in the financial sector since February 2019. In that time has obtained her Diploma in Regulated Financial Planning and has already taken the first steps towards achieving her Advanced Diploma.

Outside work, Stephanie enjoys gardening, drinking gin and eating chocolate. She counteracts the effects of the last two via a combination of spin bike workouts and burlesque dancing.

Charlie Kinder

Charlie is one of our Adviser Support Executives.

She holds the Diploma in Regulated Financial Planning and is working towards her Advanced Diploma to achieve her Chartered status.

Outside of work, Charlie enjoys walking adventures, reading and red wine. She has also never met a cheese she didn’t like.

Simon White

Simon is one of our Adviser Support Associates.

Simon has worked in the finance sector since 2015 and started working in advisory services in 2020. He is currently working towards his Diploma in Regulated Financial Planning.

Outside of work he enjoys reading fiction, the occasional obstacle course, sampling ales, live music and long walks with his ‘pure-bred Good Boy’, Clive.

Harry Duval

Harry is one of our Adviser Support Associates.

Harry has worked in the finance sector since 2019, specifically working in advisory services. He is currently working towards his Diploma in Regulated Financial Planning.

Outside of work he enjoys playing competitive football, striking a small white ball around a field and keeping fit in the gym.

OUR TEAM