Since 2018, we have been providing exceptional outsourced Paraplanning for Financial Advisers across the UK.
Over this period, we have developed and continue to develop our market leading approach based on the following core principles:
Get in touch today for an initial consultation of how our outsourced Paraplanning services can deliver cost-efficiency, flexibility, and efficiencies to your business, and importantly, to your clients.
On behalf of Darren, Michael and I we would like to thank you for your paraplanning support to date. We have all been impressed by your work and more importantly, your knowledge. We also liked the way you listened to what we needed and came back with bespoke arrangements, this was very flexible and cost-effective. We have no hesitations in recommending you to other firms. If you ever feel it’s needed, please give my number to future prospects and I will happily provide a reference.
We have worked with Ed and the team at Para-dox for some time now and the service has consistently been great. Reports are delivered on time, and they are flexible enough to tailor their service to our needs when writing bespoke client reports. The fixed-price model allows complete transparency for both parties and work is completed on a pay-per-report basis; for us, this means we can use their service depending on our varying levels of workflow. Ed and the team have efficient turnaround times which in turn supports our service standards with our clients.
We are delighted to partner with Para-dox for the provision of overflow Paraplanning services. Ed and the team have worked with us for sometime now and can be relied upon to provide prompt, comprehensive and fully compliant reports. We are very happy with the service provided.
Paradox provide us with exceptional Paraplanning support to our firm of 7 advisers. Their technical knowledge, report writing and attention to detail is exceptional. Our Firm benefited from full Paraplanning support including report writing, research, advice consultation and triage. The outcome was high quality reports across a range of advice area’s including , corporate investments, pensions, investments, tax, trust and IHT planning. Their industry knowledge in Paraplanning is unquestionable and their support enables us to provide a high level of service which has resulted in great feedback from our clients.
For Outsourced Paraplanning UK