eParaplan - Michelle Wilson-Stimson & Shaunagh Wilson episode artwork

EPISODE · Mar 11, 2025 · 1H

eParaplan - Michelle Wilson-Stimson & Shaunagh Wilson

from The Financial Planning Podcast

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. Connect with Lewis Byford Connect with Michelle Wilson - Stimson Connect with Shaunagh Wilson Follow The Financial Planning Club The Financial Planning Club Website 

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