Our Services

Outsourced Paraplanning may not be the preferred route for some, however, using this approach can provide a number of key benefits to UK financial planning firms, notably professional, cost-effective expertise and better flexibility than the employment route.

Our outsourced paraplanning services help advisers focus on what they want to do and do best, which is spending time advising their clients.

Finding high-quality local Paraplanners can be a challenge for UK financial planning firms and also a cost-intensive exercise. Our outsourced paraplanning services offer remote, highly qualified paraplanning support and eliminates the risk and inflexibility of employing someone.

Our flexibility means we can tailor our approach to your preferences, which ensures our service remains consistent and to a high standard. We know workflow can undulate, so our two service propositions are designed to cater for these varying needs. Under our Plus service, we can quickly vary your Paraplanning resource in accordance with busier or quieter periods.

Our highly qualified team of paraplanners can assist in the following areas:

Pension switch reports, ISA and Investment reports, Onshore and Offshore Bond reports, Protection recommendations, Trust recommendations and planning, Cashflow modelling and strategy reports, Investment analysis and research, Inheritance Tax planning, Annual Reviews, Bespoke projects.

The only area of advice we do not cover is Defined Benefit pension transfers.

We have invested back into our internal systems and processes for a number of years, including building our own internal case management system.

We leverage the efficiencies of technology to ensure our clients can also benefit from the onwards efficiency provided through our service.

Our forwards thinking nature means we are frequently looking for new technology to enhance our ongoing service, and this is epitomised in our recent exclusive partnership with Avenir, a market leading data processing company harnessing the power of AI.

We take data protection very seriously, and will never input client data into AI models without prior consent, nor will we use AI models that are trained on client data.

Book an initial call so we can assess your needs and requirements, with no obligation to proceed. This allows us to identify any areas we can immediately add value to, and the overall quality of fit between businesses.

After we have a better understanding of your preferred service, needs and requirements, we can proceed with a trial case so you can experience our service within a few days of the call.

As we are able to hit the ground running quickly, we typically can start working with our new clients within a week. This ensures we can provide an instant impact, and our clients can benefit from the efficiencies of outsourcing quickly.

Get in touch for a complimentary initial assessment today.