Outsourced paraplanning support for Financial Advisers

Bespoke Paraplanning & Adviser Consultancy Services

At the heart of our outsourced paraplanning business lie quality planning, partnership and a fully tailored service around your requirements.

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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.

Introductory Offer

First piece of work at a reduced rate of £100* This is an ideal way to sample our services, assess our standards of delivery, see how we work and decide whether or not we are the right partner for you.

*typical value of £250. Retainers optional.

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Suitability Reports

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Financial Planning

retirement

Retirement Planning

estate

IHT & Estate Planning

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Reviews & Valuations

cash flow

Cash Flow Forecasting

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Data Harvest

fund analysis

Fund 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

Paraplanning Process

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01
Initial Consultation

We work with you to implement the most effective and efficient process.

02
Information Flow

Fundamental to a lasting business relationship and important to get right.

03
Progress Analysis

Keeping you informed is where we believe we can offer a real difference.

04
Controls & Compliance

We consistently deliver the excellence that our customers have come to expect.

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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

CALLBACK REQUEST

Simply fill out the details below to request a complimentary discovery call

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