Outsourced paraplanning support for Financial Planners
Quality Paraplanning & Consultancy Services
At the heart of our outsourced paraplanning business, you will find quality financial planning, collaboration and a service tailored to you and your business.
Why outsource your paraplanning?
The cost of recruiting a trained paraplanner can be expensive and time consuming in terms of training, work space, and equipment. We firmly believe that we can make you significant cost savings, whether you engage us on a retained basis, instruct us on a report by report basis or set us a project.
Platform due diligence
IHT & estate planning
Cash flow forecasting
How do we work?
Request our support on a case
Let us know what you need us to support you with and if you need to collaborate to arrive at the best client outcome.
Share any information we will need
We will need a client fact find, any meeting notes, risk profile confirmation and information about existing plans if appropriate.
Draft your reports
We will work on the reports you need with the aim of getting them to you within 10 working days.
Work together to finalise your recommendations
After providing a draft report, we will work with you to ensure that you have a report both of us can be proud of.