Outsourced paraplanning support for Financial Planners

Bespoke 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.

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2020 awards
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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 savings, whether you engage us on a retained basis, instruct us on a report by report basis or set us a project.

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Suitability reports

financial

Financial planning

retirement

Platform due diligence

estate

IHT & estate planning

reviews

Annual reviews

cash flow

Cash flow forecasting

data harvesting

Data harvest

fund analysis

Portfolio analysis

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I put the success of Plan Works down to two things. First, our clients know they can rely on us. To pick up the phone, to supply accurate work and to meet their needs flexibly on whatever contract or payment basis suits them. Second, they know that we won’t be afraid to challenge. To be proactive, think creatively around problems in finding genuine solutions that put them in the best possible light in front of their clients.
nathan fryer
Nathan Fryer
CEO, Plan Works

How do we work?

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01
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.

02
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.

03
Draft your reports

We will work on the reports you need with the aim of getting them to you within 10 working days.

04
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.

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Working with Nathan has been a transformation for my business. The quality of the advice has improved because he challenges me to be better and picks up stuff I might have missed, the quality of the reports has improved and my last file checks all passed first time. I also have more time to focus on other tasks in my business and to spend with my family.
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Darren Cooke FPFS MCSI B Com
Red Circle Financial Planning

Get in touch

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