A dynamic regulatory landscape has caused increasing complexity within the financial advice process over the last 20 years. Many of the activities which have become critical to the advice process have become increasingly timely and technical.
As an outsourced paraplanning provider, we can help. We have an agile and flexible service, no matter the size of your organisation.
No retainer or monthly service fee – For larger firms, our services can complement your existing team on technical matters, periods of high demand or on an ad-hoc basis.
Alternatively, we support smaller practices to suit your requirements, whether that is fully outsourcing your paraplanning function or using our bespoke reports and on-demand service when you need it.
Chartered paraplanners at a fraction of the cost – We have a team of chartered and diploma qualified planners who have extensive knowledge and experience in all areas of financial planning. We can fully support you without the cost of a full-time paraplanner salary, pension contributions, employee benefits, and NI.
Integrated – We are only a phone call away and love to chat through solutions with you. Alternatively, you can use our secure portal to tell us what you need and we will do the rest.
Accurate and fast –We focus on the automation of repetitive tasks like data entry within our reports so you will benefit from faster return times and competitive rates.
Ultimately, we want you to be able to offer the best possible service to your clients. Our services give you back the time you wish you had to spend on strengthening and building client relationships.
Want to find out more? Get in touch!