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A BESPOKE SOLUTION TO YOUR PARAPLANNING NEEDS
Why Choose Us?
Immediate Access to Professionally Written Suitability Reports
Helping Advisers to Remain Compliant
Experienced Paraplanners Qualified to Either Chartered or Fellowship Level
All Research and Reports Complete within 5 Working Days
Fully Confidential, GDPR-Compliant Data Handling
No Tie-in or Retainers Required
Working alongside your existing team to provide first-class services and technical support, we provide various levels of bespoke paraplanning to suit your needs, including:
Levels of Service
Dealing with Remedial Work Where Required
With our outsourced paraplanning solutions, you will free up more time to work with your clients and increase revenue. Our professional paraplanners specialise in all aspects of financial planning, from suitability reports to final salary reviews.
Additionally, you can work with a highly qualified and experienced paraplanner and only pay for the services you require, without additional employment costs such as sick pay, holidays, and pensions.