We’re here to help you
build a thriving financial
advice business

Does stress-free paraplanning and client support sound like a dream come true?
Book a call

Who are facilit8?

facilit8 is a team of highly experienced, reputable, and trustworthy paraplanning services experts, with a long history of professionalism in the financial advice field. Our founders are trained financial advisers, leading a team of qualified, hand-picked professionals to deliver the services our clients need. We offer completely integrated paraplanning solutions alongside coverage for a wide range of administration-related tasks, from PA and EA services to virtual paraplanner assistant tasks, to help your business run smoothly.
Paraplanning and Career Advancement

Our Vision

To provide the highest levels of personal, reliable business support for ambitious financial advisers. This allows you to free your time, focus on what you love doing, scale without staff and create your ideal work-life balance.

Our Values

Empowering

Helping you be the best, realise your ambitions and live the life you want. We make our clients' lives easier and help create more time for them to grow their businesses and spend more time with their loved ones.

Adaptable

Big enough to deliver, small enough to care. Our team are highly skilled in many areas of business, so we can adapt the support you need as your business grows, be that coaching, recruitment etc. Just ask!

Proactive

Our extensive experience in the financial industry means we can anticipate what our clients will need in the future, and we can help them build their businesses.

Premium

There is a level of kudos, and people are proud to have us on their team. We deliver a bespoke, tailored service to every client with a personal touch.

Consistent

Our systems and processes are tried, tested and robust. We create a quality experience for our clients, suppliers and team, no matter who they are dealing with. This consistent experience leads to a brand that people can trust with repeatable results.

Integral

Consider us part of your team. We are in this for the long term. Building trusted relationships with our partners and investing in your success every step of the way.

Experienced

We get it. We have worked in the financial industry for decades, so we know what it takes to build a successful business. We know how hard it can be and how the right help is vital to scale.

Meet the team

JONATHAN EATLY

JONATHAN EATLY

Managing Director
A current St. James's Place Partner, Jonathan has in-depth knowledge of paraplanning outsourcing thanks to his extensive experience as a financial adviser since 2007. He is a highly qualified Chartered and Certified Financial Planner and uses his years of expertise to enhance our services and deliver a custom, on-point service. As an adviser in his own right, Jonathan's expertise is invaluable for anticipating the needs and goals of our clients.
More about Jonathan
CRAIG WILLIAMS

CRAIG WILLIAMS

Technical Director
Craig has worked in various areas of financial services since 2001, with experience as both a branch-based adviser and national IFA. With nearly ten years of experience working directly with St. James's Place advisers, he uses his knowledge to improve and tailor our financial paraplanner services to meet the highest possible standards. His technical understanding and unique perspective allow us to deliver a service as specialised as our client base.
More about Craig
CHRIS CUTTER-THOMAS

CHRIS CUTTER-THOMAS

Process Development Manager
Chris is an invaluable member of our facilit8 team, serving as our Process Development Manager. With a background steeped in administration and management, he brings a wealth of experience and dedication to our organization.
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Amy Winfield

Amy Winfield

Paraplanner

Amy is a dedicated Paraplanner at facilit8, bringing a blend of analytical precision and creative flair to the team. Her transition into financial services has been marked by a commitment to excellence and a natural aptitude for the industry.

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DANIELLE PENNINGTON

DANIELLE PENNINGTON

Senior Administrator

Danielle is an integral part of our facilit8 team, serving as our Personal Assistant. With a background in education and a diverse range of interests, she brings a unique perspective to our organization.
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JO WILLIAMS

JO WILLIAMS

Senior Paraplanner
Jo is a vital member of our facilit8 team, holding the role of Senior Paraplanner. With a rich history in banking and financial services, combined with a love for family and outdoor activities, she brings a wealth of experience and passion to our organization.
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KATIE WILLIAMS

KATIE WILLIAMS

Senior Administrator

Katie Williams is a vital member of our team at facilit8, serving as our Senior Technical Administrator. With a background that blends diverse experiences, she brings a unique perspective to our organisation.
More about Katie
KELLIE LARKKOM-TILL

KELLIE LARKKOM-TILL

Administrator

Kellie Larkkom-Till is an essential member of our facilit8 team, serving as both an Administrator and Technical Administrator. With a background in business, finance, and a diverse range of interests, she brings a unique set of skills and experiences to our organization.
More about Kellie
LUANNE TILSTON

LUANNE TILSTON

Paraplanner

Luanne is a vital member of our facilit8 team, serving as a Paraplanner. With an extensive background in financial services and management, she brings a wealth of expertise and dedication to our organisation.

More about Luanne
Andrew Wilson

Andrew Wilson

Administrator

Andrew is a valued member of the facilit8 team, working as an Administrator. With decades of experience in financial services, he brings a wealth of industry knowledge and a steady, reliable approach to his role.

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TRACY TRANTER

TRACY TRANTER

Partner Success Manager 

Tracy plays a crucial role as our Partner Success Manager here at facilit8, managing our partner relationships and bringing her unique background and diverse interests to our team.
More about Tracy
Ebony Williams

Ebony Williams

Administrator

Ebony is part of the administration team at facilit8, supporting a wide range of administrative and client-focused tasks. She brings enthusiasm, creativity, and a strong customer-focused mindset to everything she does.

More about Ebony
STEPHANIE FREWER

STEPHANIE FREWER

Administrator

Stephanie is a versatile member of the facilit8 team, serving as our Technical Administrator. She brings a unique blend of experiences and a passion for learning and adventure to her role.
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Caitlin Neville

Caitlin Neville

Paraplanner

Caitlin plays a crucial role as our Paraplanner at facilit8, bringing her unique background and diverse interests to our team.

More about Caitlin
Chenice Hennam

Chenice Hennam

Paraplanner
Chenice plays a crucial role as our Paraplanner at facilit8, bringing her unique background and diverse interests to our team.
More about Chenice
STEPHANIE Lee

STEPHANIE Lee

Administrator

Stephanie plays a vital role as our Customer Services Administrator at facilit8, bringing a wealth of experience and a unique blend of talents to our team. Making Stephanie a fantastic addition to the team.
More about Stephanie
Shaun Alexander

Shaun Alexander

Administrator

Serving as an Administrator, Shaun is a versatile member of the facilit8 team. With a background rooted in technical support and education, he offers a well-rounded approach to problem-solving and client care.

More about Shaun

Take the first step towards building a thriving and
stress-free financial advisory business

Book a call with the facilit8 team today

Telephone: 01656 507398

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