I built the tool I wanted to use myself...

WrapCompare is the brainchild of Rebecca Lucas, a Chartered Financial Planner (PFS Fellow) with 20 years’ experience as an adviser and paraplanner. She is frequently asked to speak at industry events about all things paraplanning.

For the past 7 years Rebecca has run her own Outsourced Paraplanning Company, Lime Outsourced Paraplanning. Rebecca frequently felt frustrated whilst trying to do platform cost comparisons and due diligence for her advisers due to the myriad of complex charging structures. She dreamt of a simple system which would allow her to quickly and accurately compare costs for her advisers.

 

Rebecca is passionate about making advisers’ and paraplanners’ lives easier. When she couldn’t find the system she was dreaming of she decided to build it herself. Almost 2 years of blood, sweat and tiers (get it?!) saw WrapCompare  ready to be released to the world.

Rebecca Lucas
FPFS, IMC, CFP

Wrap Compare Ltd
Stirling House
Denny End Road
Waterbeach
CB25 9PB

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Email: hello@wrapcompare.co.uk
Phone: 01223 750 314

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