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

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2020 awards
SDC WIFA Nominated 2022
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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 planning


Platform due diligence


IHT & estate planning


Annual reviews

cash flow

Cash flow forecasting

data harvesting

Data harvest

fund analysis

Portfolio analysis

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How do we 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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