Founded in 2024 by Andrew Whitaker, On Point Paraplanning brings over 17 years of experience in the financial services industry. With a background as both a Financial Adviser and Paraplanner, Andrew offers a unique and comprehensive understanding of the advice process—combining strategic insight, technical expertise, and client-centric service delivery.
Following his tenure at a leading outsourced paraplanning provider, Andrew established On Point Paraplanning to create a team and a service that truly understands and supports the needs of Financial Advisers.
On Point Paraplanning's vision is to deliver high-quality paraplanning solutions grounded in practical experience and industry insight.
At On Point Paraplanning, we believe that exceptional advice stems from strong professional relationships. That’s why we prioritise consistency and collaboration—assigning dedicated paraplanners to foster trusted, long-term partnerships with Advisers. This approach enhances the quality, efficiency, and relevance of our work, allowing us to align closely with your business’s unique requirements.
Our team is committed to delivering personalised, timely, and fully compliant paraplanning support. We strive to integrate seamlessly into your operations, providing clear, quality-driven solutions that elevate your client service and business performance.
Let On Point Paraplanning help you streamline your advice process and drive meaningful outcomes through professionalism, precision, and partnership.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.