Outsourced Paraplanning &
Compliance Support
IFA Assistant provides support that fits with your business.
Whatever you need, let me be your trusted partner, a second set of eyes or backup when things get busy.
A fully bespoke service that fits how you work - the outsourcing that feels in house.
My Story
I'm Angela Holdsworth, the founder of IFA Assistant. With over 20 years of experience in the financial services industry—rising from an administrative assistant to an adviser—my specialism lies in compliance and technical matters. I spent 15 years as a regulatory consultant before launching IFA Assistant in 2017, driven by a desire to use my qualifications more directly and build a flexible, rewarding role.
IFA Assistant was born out of a gap in the market: the need for reliable, outsourced support within the financial advice profession.
Since earning my original Financial Planning Certificate (FPC) in 1995, I’ve continued to develop my expertise—achieving Fellowship status with the Personal Finance Society (PFS) in 2017. My qualifications also extend to Compliance, Pension Transfers, Mortgages, Equity Release, and Long Term Care.
When I’m not working, I’m likely out with my office dog, Bailey—or with a chilled drink in hand.
Services
Services pretty much cover everything! My aim is provide support wherever you need it most.
From Report Writing, Research & Due Diligence, Centralised Propositions to File Reviews, Training & Competence and admin.
Whatever support you are looking for IFA Assistant can probably assist!
Report Writing
Ensure Compliance
Whether you have your own templates, or are looking to create them, I can offer a full range of client reports in all product areas to ensure you have documentation that is client focused as well as regulatory and technically accurate.
Research
Due Diligence
If you are looking for client specific research, or full platform and fund due diligence, I can create documents and audit trails to support these.
Compliance
Risk Management
Consumer Duty conundrums, preparing for your annual audit, or keeping your own records up to date all takes time. I can offer support in all areas to provide to evidence you require to keep your business records up to date.
Anything Else....
You name it!
Any other area of your business that keeps you from your clients, I can probably assist with. File reviews, administration or just a sounding board, get in touch.
With services and processes that can be fully tailored to how you want them to work, get in touch and I will work with you to understand what support you are looking and provide a flexible, bespoke solution.
Phone
07906 894205