Your Outsourced Paraplanning, Admin and Operations team
Our Operations team
Our Operations Team provides senior strategic support for financial advisers, led by experienced business leaders including our CEO, COO and Client Services Director.
They shape service delivery, operational standards and long-term growth support, ensuring Yoke works as a structured, reliable extension of your firm.
For advisers looking to scale without hiring internally, this team brings the leadership, oversight and accountability needed to reduce bottlenecks and support sustainable business growth.
Cheif Executive Officer
Michelle is the CEO of Yoke, leading the business across strategy, brand and culture. As an ex-adviser and stockbroker, she brings direct experience of the financial advice sector and a clear understanding of what advisers need from outsourced paraplanning, administration and client servicing support. An award-winning entrepreneur who has also contributed to sector publications, Michelle combines strategic leadership with commercial insight, helping financial advisers grow their firms with confidence.
Cheif Operations Officer
Shaunagh is the COO of Yoke and has more than 10 years of senior operational experience. She specialises in process design, efficiency and growth support for financial advisers, with particular strength in building scalable workflows, improving fee-charging processes and creating structure that helps firms grow. With a sharp eye for detail, Shaunagh helps shape the operational standards behind Yoke’s outsourced paraplanning, administration and client servicing support.
Client Services Director
Kellie is Client Services Director at Yoke, where she helps financial advisers manage their outsourced support teams with consistency and confidence. She is key to maintaining efficient workflows, strong communication and a collaborative working relationship between Yoke and adviser firms. Through regular operational meetings and close oversight of service delivery, Kellie helps ensure advisers receive responsive, well-coordinated outsourced paraplanning, administration and client servicing support.
Our Paraplanning team
Our Paraplanning Team delivers outsourced paraplanning support for UK financial advisers through a qualified, experienced team that understands the demands of regulated advice. They complete all research, report preparation, suitability work and case progression with accuracy, consistency and attention to detail, helping advisers improve capacity without compromising quality. As an embedded extension of your business, they give you dependable paraplanning support that keeps recommendations moving and frees up more time for client-facing work.
Head of Paraplanning
Alex is Head of Paraplanning at Yoke, leading a team that delivers accurate, efficient outsourced paraplanning support for financial advisers. He oversees case scheduling, supports the preparation of advice reports and ensures cashflow planning is completed to a consistently high standard. Working closely with advisers, Alex helps keep cases moving and paraplanning delivery well organised, reliable and effective.
Technical Paraplanner
Kathryn is a Technical Paraplanner at Yoke, providing accurate outsourced paraplanning support for financial advisers with a strong focus on technical quality and compliance. She supports the delivery of financial advice plans, report preparation and case progression, helping ensure reports are clear, well-structured and completed to a consistently high standard. Her attention to detail and compliance-led approach make her a valuable part of Yoke’s paraplanning team.
Paraplanner
Chris is a Paraplanner at Yoke, providing outsourced paraplanning support for financial advisers with a strong focus on accuracy, structure and consistency. He has extensive experience of working within the Quilter network and understands the specific report formats, compliance requirements and adviser processes needed to support efficient advice delivery. Chris helps prepare clear, compliant advice reports that keep cases progressing smoothly and to a high standard.
Paraplanner
Vicky is a Paraplanner at Yoke, supporting financial advisers with reliable outsourced paraplanning and a strong focus on structure, accuracy and compliance. As a Quilter network expert, she understands the specific format, processes and standards needed to produce clear, compliant advice reports. Vicky works closely with advisers to help keep cases progressing efficiently while maintaining a consistently high standard of paraplanning support.
Our Client Servicing team
Our Client Servicing Team provides client servicing and annual review support solutions for financial advisers and planners, helping deliver a responsive, organised and consistent experience for every client.
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Backed by an experienced team with strong knowledge of adviser workflows and service expectations, they support review coordination, ongoing communication and day-to-day servicing activity that keeps relationships running smoothly.
This gives advisers trusted outsourced support that improves service levels while reducing internal pressure.
Head of Client Servicing
Alfie is Head of Client Servicing at Yoke, leading a team that provides swift, efficient client servicing support to financial adviser firms. She guides and develops her team while managing workflow across the servicing and administration function, helping ensure work is completed consistently and to a high standard. Working closely with Yoke’s Client Services Director, Alfie plays an important role in maintaining oversight, efficiency and dependable support for advisers.
Client Servicing Co-ordinator
Jade is a Client Services Coordinator at Yoke, delivering dedicated client servicing support to financial adviser firms. She manages the workflow for each adviser’s clients with real care and consistency, helping ensure tasks are completed smoothly and service standards remain high for both the adviser and their end clients. Supported by the administration team, Jade plays an important role in keeping client servicing organised, responsive and efficient.
Client Servicing Co-ordinator
Louisa is a Client Services Coordinator at Yoke, supporting financial adviser firms with organised and dependable client servicing support. She helps manage adviser workflows, client tasks and day-to-day servicing activity, working closely with the wider team to ensure work is completed accurately and on time. With a strong focus on consistency, communication and good client service, Louisa helps advisers and their end clients receive responsive, well-coordinated support.
Client Servicing Co-ordinator
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Riva is a Client Services Coordinator at Yoke, with a particular focus on quality checking, proofreading and compliance support. Alongside her client servicing responsibilities, she helps review reports, support business compliance functions and ensure adviser work is completed accurately and to a high standard. Her attention to detail plays an important role in maintaining quality, consistency and reliable support across Yoke’s servicing team.
Our Financial Services Admin team
Our Financial Services Administrators provide reliable administration support for financial advisers through a team with practical experience across a number of core back-office systems and processes.
They support the smooth handling of cases, documentation, workflow progression and administrative delivery, helping advice firms maintain efficiency, consistency and control. For advisers needing outsourced financial services administration, this team adds the specialist support required to keep business admin and operations moving.
Client Servicing Support
Sophie is a Client Service Support professional at Yoke, helping financial adviser firms with the day-to-day running of client servicing activity. She supports the Client Services Coordinators in keeping workflows organised, tasks progressing efficiently and service delivery running smoothly. Sophie a prepares annual review meeting packs, ensuring advisers have the documentation and support they need to maintain a consistent client experience.
Client Servicing Support
Lilly is a Client Service Support team member at Yoke, providing reliable day-to-day support across client servicing workflows for financial adviser firms.
Working closely with the Client Services Coordinators, she helps keep client tasks organised, supports smooth service delivery and assists with the preparation of annual review meeting packs. Lilly plays an important role in helping the servicing team remain efficient, responsive and well coordinated.
Client Servicing Support
Andy is a Client Service Support team member at Yoke, supporting the day-to-day delivery of client servicing for financial adviser firms. He works closely with the Client Services Coordinators to help manage workflow, progress tasks efficiently and prepare annual review meeting packs to a high standard. Andy also brings extensive experience in Dynamic Planner reporting, adding valuable expertise in report preparation and supporting advisers with accurate, well-structured review documentation.
Our business support team
Our Business Support Team supports the smooth running of Yoke through essential internal business operations, helping maintain the structure behind our outsourced paraplanning, administration and client servicing support.
From accounts and office administration to health and safety and wider operational support, they help keep the business efficient, organised and compliant behind the scenes.
Business & Accounts
Co-ordinator
Linda is Business and Accounts Manager at Yoke, leading the invoicing, bookkeeping and office administration that support the day-to-day running of the business. She helps ensure client invoices are issued and paid on time, while also keeping a close eye on office costs and operational efficiency. Linda plays an important role in keeping Yoke organised, financially well managed and running smoothly behind the scenes.
Quality, Health, Safety & Environment Director
Jon leads ISO-aligned QHSE systems across the business.
He ensures compliance, risk control, and continual improvement.
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He drives a strong safety and governance culture.
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He oversees audits, certifications, and regulatory engagement.
His approach aligns QHSE with business growth and resilience.
Business
Administrator
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Mia supports Yoke with ad hoc design and creative work, helping with the visual content and brand support needed across the business.
Alongside this, she is studying to be an actor at a London-based university, bringing a creative and thoughtful approach to her work.
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Mia adds flexible support to Yoke’s wider brand and design activity.
Let's Work
Together
0203 519 9888
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Office 1, The Messenger Centre,
Crown lane
Tinwell,
Stamford.
PE9 3UF
©yoke global 2025. All rights reserved.
Registered in England & Wales Company No: 08603405
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