This website uses cookies to ensure you get the best experience on our website.
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
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.
Recommendation Reports
Financial planning
Platform Due Diligence
IHT & estate planning
Forward Planning Reviews
Cash flow forecasting
Existing Arrangement Analysis
Centralised Investment Propositions
Plan Works has been a great help in relation to taking the pressure off us with our paraplanning needs! We don't view the service as outsourcing but rather as an integral part of our team. Straightforward to work with, and challenge us to consider all alternative options to provide the best outcomes for our clients
Working with Plan Works has been a transformation for my business. The quality of the advice has improved because they challenge 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.
I know when I find a company who brings intelligence, flair and high standards to the profession. Plan Works is a pleasure to work. I especially appreciate the way they have picked up our fairly bespoke way of doing things – the way they write reports, invest client monies and manage them on platform. They understand and have adapted to our way of doing things in no time at all but still consistently add value by suggesting their own ideas, dazzling me with their IT skills and the creative way they put them to good effect.
Excellent work in terms of client communication. Although the report is lengthy, the salient parts are largely at the front and the baggage is actually meaningful and interesting. The report also respects the client, but still gives explanations that are clear and in plain language.
