The Full Story
About
Fusion Paraplanning was founded by Michael Necati CFP MCSI, dedicated to changing the approach to outsourced paraplanning for St. James's Place partners and advisers.
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Michael brings a wealth of experience in financial services spanning over a decade, including more than six years within St. James's Place and a deep understanding of the intricacies of the advice landscape.
Michael is a Certified Financial Planner (CFP) designated by CISI. Having completed Level 1 of the CFA program and currently advancing through Level 2, Michael's dedication to continuous learning ensures Fusion Paraplanning is well-equipped to handle the diverse and intricate needs of your clients. With Michael's expertise at the helm, you can trust that Fusion Paraplanning will deliver tailored solutions for even the most complex financial scenarios, providing unparalleled support to you and your clients alike.
Mission
Our mission is to seamlessly integrate into your current operation, alleviating the burden often associated with providing financial advice. By entrusting us with the "heavy lifting," you gain precious time to concentrate on what truly fuels your business: fostering meaningful relationships with your clients.
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We're not just Paraplanners; we're your compass, ensuring you stay on the straight and narrow while helping you generate innovative advice ideas to provide robust solutions to your clients. Our commitment goes beyond mere report writing; we're here to offer comprehensive support and guidance, always available to discuss your cases and provide valuable insights every step of the way.
Vision
We're proud to say that we don't subscribe to the traditional handover forms approach. Yes, you read that correctly! We recognize that your business is already burdened with numerous administrative obligations, and outsourcing should alleviate rather than add to the pressure of ensuring excellent client outcomes. Our vision is to empower partners and advisers to seamlessly engage us without the need for a plethora of forms, while still achieving outstanding results and maintaining complete compliance throughout the advice cycle.
