The modern, automated approach to outsourced
Paraplanning

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Why Paradox?

Paradox helps automate and streamline the financial reporting process.

Simple Process

Our Adviser Portal system makes it easy to submit and receive your reports, in just a few clicks.

Fast turn-around times

We guarantee a turn-around time of three days for each report

Low, fixed-price fees

The price of each report is fixed and at a very competitive price

Helping you plan your finances

We provide accurate, bespoke suitability letters on a fixed-price basis.

This provides you with clarity of costs, which are very competitive within the market. Each of our reports has a guaranteed turnaround time of 3 working days. Para-dox is a Paraplanning service with a modern approach.

Intuitive Portal, Easy Payments

We have designed an online system to simplify the process of transmitting work.

Current methods can be old fashioned and our intuitive 'Adviser Portal' modernises this method. Submitting new cases within the Adviser Portal is quick and easy. Each potential case has been pre-programmed with information for ease of use and there is the facility to upload documents directly. Once youʼre happy with the information youʼve provided, you can make payments in a single tap using a pre-saved card.

Current methods can be old fashioned and our intuitive 'Adviser Portal' modernises this method. Submitting new cases within the Adviser Portal is quick and easy. Each potential case has been pre-programmed with information for ease of use and there is the facility to upload documents directly. Once youʼre happy with the information youʼve provide, you can make payments in a single tap using a pre-saved card.

How does it all work and how it can help you

Learn about how our intuitive portal works in just five simple steps!

The cases we cover

Get Started Now! Upon signup you will receive access to a personalised dashboard which allows new work cases to be submitted. Following a case submission, live tracking will be available so you can track the progress of your case. The pricing of each case will depend on the type of case submitted, please see our pricing table below.

Individual Savings Account (ISa)

General Investment Account (GIa)

ISa and GIa (Combined)

Contribution / New Account

Transfer

Fund Switch

Withdrawal

New Pension

Term Assurance

Life and Critical Illness

Whole of Life Cover

Critical Illness Cover

£29.99

From (Per Report)

Investment

Bespoke Suitability Report

Detailed Charges Comparison

Overview of Bespoke Growth Projections

£29.99

From (Per Report)

Pension

Bespoke Suitability Report

Full Pension Comparison

Detailed Analysis of New Pension Product

£34.99

From (Per Report)

Protection

Bespoke Suitability Report

Detailed Product Analysis

Comparison or Critical Illness Definitions