This week on The Financial Planning Podcast, host Lewis Byford is joined by Michelle Wilson-Stimson, CEO and Founder of eParaplan, and Shaunagh Wilson, COO. This dynamic mother-daughter duo is redefining adviser support with a fresh, modern approach to outsourced paraplanning.

Michelle founded eParaplan to build the solution she wished existed, while Shaunagh brings a sharp focus on efficiency and operations, helping advisers scale their businesses seamlessly. Their innovative leadership is transforming the way financial professionals access high-quality support.

Outside of work, Michelle enjoys travelling the world with her husband, while Shaunagh is busy kitting out a campervan for her next big adventure with her family.

Tune in to hear their inspiring journey, the evolution of eParaplan, and how outsourcing can help advisers grow.

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