LIMITED OFFER – 25% OFF SUITABILITY REPORTS

LIMITED OFFER – 25% OFF SUITABILITY REPORTS

TO RECEIVE YOUR 25% DISCOUNT, SIMPLY COMPLETE YOUR DETAILS BELOW


A BESPOKE SOLUTION TO YOUR PARAPLANNING NEEDS

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Reports Starting From £125.00

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5 Day Completion

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Fast Turn Around Times 

Why Choose Us?

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

Levels of Service

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

  • Suitability Reports

  • Research

  • Compliance Submissions

  • Dealing with Remedial Work Where Required

A line graph created by one of our paraplanners

Benefits of Outsourcing

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.

Reviews

Outstanding Service

Message I started using Peter as my paraplanner pretty much from the start of his business and have been impressed by the high quality of work from him. The type of work I mostly specialise in needs precise research and report writing as well as being very much time focused. We work to deadlines which to date have all been met on time and the quality of the work has been of a high and consistent level.

Steve Owen - Positive Solutions

Thanks For The Assistance

Thanks for assistance with defined benefit transfers, comprehensive reports created and appreciate the prompt help with the remedial work where needed.

Rod Martin

Contact our paraplanners today for more information about our paraplanning solutions.

Get In Touch