Solution introduction
Our flexible Paraplanning service gives you the assurance you need, while freeing you up to concentrate on building your business
We are the largest outsourced paraplanning provider in the UK and the company of choice for some of the biggest financial advice brands. Our flexible paraplanning service gives you the assurance you need to focus on building your business
Plus, having reviewed suitability for over 15 years, you can trust we know what good looks like!
As specialists in culture, we understand the importance of providing an exemplary customer experience that retains loyalty. As a financial adviser or wealth manager you can only do this if you have enough time to spend servicing your clients and focusing on your business.
Whilst you cannot outsource your responsibilities, we can relieve some of the burden through our paraplanning service.
How can we help?
Our business model is built on flexibility and responsiveness – we are accustomed to tailoring our solutions to our client’s needs. Our Paraplanning clients typically choose from either:
- Fully outsourced – we design, implement and manage operations through a model office type arrangement.
- Partially outsourced – our team of skilled and experienced Paraplanners augment an existing team by undertaking overflow requirements during busy periods.
Our workflow technology tool provides you with up-to-date information about the progress of your cases so you can always keep your clients informed.
Whichever solution you choose, we deliver a seamless service to complement your internal processes, with adherence to your current business standards.
