Person typing by the sea

Alan Malyon, Enlighten Financial Services

"Being a sole trader, I have a lot of roles to fill, and it is very clear that I need to focus as much of my time on my clients, running the business and finding new opportunities. Time is tight, and outsourcing the paraplanning helps free up my time. In addition, and just as valuable is that it is my comfort blanket, as I can check that my proposals are technically correct and that my understanding of the solutions available is current. I feel that the Navigatus team are part of my business which makes me feel bigger than a sole trader and allows me to deliver a quality service to my clients."