LIMITED OFFER – 25% OFF SUITABILITY REPORTS
TO RECEIVE YOUR 25% DISCOUNT, SIMPLY COMPLETE YOUR DETAILS BELOW
A BESPOKE SOLUTION TO YOUR PARAPLANNING NEEDS
Reports Starting From £125.00
5 Day Completion
Fast Turn Around Times
Why Choose Us?
Why Choose Us?
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Immediate Access to Professionally Written Suitability Reports
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Helping Advisers to Remain Compliant
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Experienced Paraplanners Qualified to Either Chartered or Fellowship Level
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All Research and Reports Complete within 5 Working Days
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Fully Confidential, GDPR-Compliant Data Handling
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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
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Suitability Reports
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Research
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Compliance Submissions
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Dealing with Remedial Work Where Required
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.