eParaplan has rebranded to Yoke Global Limited, to reflect its greater service proposition as an outsourced operations partner for financial advisers.
Established as an outsourced paraplanning firm over. decade ago, the rebrand reflects the evolution in the company’s mission and service model, moving beyond paraplanning to become a complete operational partner for financial advisers and planners, with the purpose of connecting people, process, and technology so advice firms can scale with control, quality, and confidence, says Michelle Wilson-Stimson, CEO of Yoke Global Limited (pictured – left).
Wilson-Stimson explains that as the business grew, it became clear that the old brand no longer reflected the true depth of its service. “Too often, we were seen as just paraplanners or task-doers,” she said. “In reality, we’ve been running the entire operational side of adviser firms, managing processes, overseeing compliance, embedding best-practice systems, and ensuring businesses run smoothly without being dependent on the adviser. That’s transformational, and it deserves a brand that reflects our true value.”
The Yoke brand now provides a complete outsourced operations for advisers, including Operations Management (processes, workflows, compliance, people, culture, technology and more), Strategic Guidance (meaningful discussions and experienced insights that drive strategic growth and competitive advantage); and, Task Execution (paraplanning, administration, client servicing). Advisers simply meet with clients – Yoke does everything else, Wilson-Stimson says.
The business also offers a choice of operating models to meet different strategies, appetites, and stages of scale:
1. Global
Delivered by an integrated UK + offshore team through Yoke’s partnership with 5ELK. Yoke hires and manages dedicated resources through 5ELK, training them to the same high UK best-practice standards. This allows Yoke to provide clients with scalable, cost-efficient capacity while maintaining its hallmark of quality and oversight, Wilson-Stimson said.
– UK team: relationship management, regulatory alignment, client facing and technical work, operational management, Q&A and continuous improvement.
– Offshore team: scalable administration support trained to the exact same standards.
– One playbook, one standard, one point of accountability— all run and managed by Yoke.
2. UK-Only
All team members based and delivering exclusively from the UK.
3. Additional option via 5ELK: Build-Your-Own Offshore Team
For firms that decide owning and managing an offshore team is the right long-term route, Yoke, through its partnership with 5elk, enables a build-your-own model. Firms can recruit and establish their offshore team, while Yoke provides UK-based relationship management to support standards, governance, and culture. 5Elk has a 400-strong team based in the Philippines, and is already well established across Australia, helping advice firms reduce costs and scale through dedicated offshore admin support.
Danielle Cornelissen, CEO of 5 ELK, said: “This partnership with Yoke brings trusted UK insight to the table – helping UK advice firms access offshore talent in a way that’s compliant, efficient and fully supported.”
The Yoke brand was inspired by agriculture, Shaunagh Wilson, COO of Yoke (pictured- right) explains, with a yoke being a harness that allows two animals to share the load and move forward together. “Sharing the load is what we do for our clients. We share the operational burden so they can focus on what really matters: their clients, their growth, and their life. It also connects perfectly with our GOAT theme , which represents resilience, determination, and striving to be the greatest of all time – qualities we bring to every client relationship.”
Yoke’s promise is clear, says Michelle Wilson-Stimson: “Your Freedom today… Value tomorrow.
“We want to liberate advisers and business owners from the weight of operations,” she says. “Our vision is to help firms build valuable, scalable businesses that thrive without them. Yoke gives leaders the freedom to focus today, while creating long-term value for tomorrow, an exciting opportunity for the profession!”
