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.

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.

Suitability Reports

Financial Planning

Retirement Planning

IHT & Estate Planning

Reviews & Valuations

Cash Flow Forecasting

Data Harvest

Fund Analysis

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

CEO, Plan Works

Paraplanning Process

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.