Outsourced paraplanning support for Financial Planners

Plan Works enables us to provide first class and well designed reports (both annual and bespoke) for our clients. They are awesome at creating a great working relationship and very willing to help and meet any specific requirements we may have.

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.