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.

Established 2013

SDC WIFA Nominated 2022
The Basils
PP Judge 2022
pp finalist 18
2020 awards
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SD PP 2023 Judge
fp awards titles cisi 23
SDC 2023 SM
SD PP winner 2023
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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 and time savings, whether you engage with us on a case by case basis or set us a project.

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Recommendation Reports


Financial planning


Platform Due Diligence


IHT & estate planning


Forward Planning Reviews

cash flow

Cash flow forecasting

data harvesting

Existing Arrangement Analysis

fund analysis

Centralised Investment Propositions

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How does our Paraplanning Service work?

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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.

Get in touch

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