Frequently Asked Questions

Why outsource?

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.

What areas of financial planning can you help with?

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

Pension transfer 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.

How do I get started?

Our first step is to have an initial assessment call to understand your current needs and requirements. Following this, we are able to complete a complimentary trial case so you can experience our service without obligation, and it allows us to identify any current areas that we can immediately add value to.

Following completion of the initial trial, we can initiate our onboarding process which provides a clear structure and process for completing our ongoing work in line with your requirements. This also allows us to identify which service will best suit your needs, we provide a bespoke fixed-price structure which outlines our indicative costs before signing up.

Get in touch for a complimentary initial assessment today!

Where can I find out more?

If you would like to find out more about potentially working with us, please do get in touch by clicking here. We would be delighted to hear from you.