A yoke is a wooden harness that brings two animals together so they can share the weight of a cart and pull forward as one.
At Yoke, we become that partner for your business, sharing the operational load so you can scale with confidence.
Who are we for?
Yoke is not for firms looking for overflow or task based support, it is for those ready to hand over responsibility, run without operational dependency and build a business that is more scalable, more resilient and more valuable.
What our clients are saying
Having worked exclusively with Yoke (Formerly eParaplan) for more than six years, the team has helped transform my business in terms of systems, processes and client experience by constantly building and reviewing new efficiencies, and embracing industry and technological developments. They really are an extension of the Delaunay family and give me peace of mind.
Lloyd French
Delaunay Wealth
From the very start Michelle and Shaunagh have been thoroughly professional, welcoming, and best of all – decent people that I genuinely feel have my best interests at heart. Yoke appears to be a slick, well drilled team of professionals that have a thorough process that has put my mind at ease. I fully expect to see a tremendous ROI and have already done so. The team including Kellie, Alfie, Alex, and Jess have been super helpful and knowledgeable. Again, thoroughly decent people, which means a lot to me. I feel that we can collaborate as a proper team. So far so good and I expect my experience will get better and better the more I learn to let go, delegate, and grow confidence in the collaboration.
Sam
Thanks Wealth
Yoke have been really helpful getting my new business set up; I have sort advice on systems and processes, technology, software etc. Its great to draw on their live hands-on experience of such things; the team hold a lot of knowledge about a lot of things.
We are building a client support structure together which is evolving and developing really well. Importantly I feel I have found a true supportive partnership where we are working together; with clients at the heart of everything!
Simon
August Wealth
Meet our leadership team
Our leadership team brings the experience and judgement required to run client servicing properly within a model built for consistency, resilience, and dependability. By leading a large team, governance and delivery cadence, they ensure your firm and your clients, receive service that protects value and elevates the client experience.
Chief Executive Officer
Michelle Wilson-Stimson
Michelle Wilson-Stimson is the CEO and founder of Yoke, a strategic leader and former financial adviser who established the business in 2013.
Chief Operations Officer
Shaunagh Wilson
Shaunagh Wilson is the COO of Yoke, leading operational delivery and internal performance to ensure consistent service standards across the business.
Client Services Director
Kellie Ellis
Kellie Ellis is Yoke’s Client Services Director, accountable for client experience, servicing oversight and delivery governance across the client base.
Head of Client Servicing
Alfie Kalinowski
Alfie leads the client services team, working closely with Kellie to refine how work is delivered and ensure a consistently high standard of service.
Head of Paraplanning
Alex Burrows
Alex brings over 25 years of industry experience and is responsible for overseeing, refining and continually improving our paraplanning workflows.
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0203 519 9888
Office 1, The Messenger Centre,
Crown lane
Tinwell,
Stamford.
PE9 3UF
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Registered in England & Wales Company No: 08603405
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OUR VISION
At Yoke, we liberate business owners from the weight of operations – empowering them to build valuable, scalable businesses that thrive without them, so they can focus on what matters most: their clients, their growth, and their life.
Freedom Today, Value Tomorrow