Our industry renowned origins.
Our outsourced paraplanning support service has been going since 2009, formerly under the Para-Sols brand, and in that time has become firmly established as an award-winning proposition suitable for all shapes and sizes of advice firms. We’ve built a flexible solution with our clients in mind – from financial advisers to networks and nationals – to support them with the ever-increasing needs of a paraplanner. Whether it’s support for a particular area of the advice journey or additional support for time-consuming surplus workloads, we’re an integrated option that can be bolted on to any firm that is cost-effective.
We’re not just report writing.
Including data gathering, valuations, client correspondence, illustrations and ancillary report paperwork.
Research & analysis.
Including complete tax calculations and manual projections. We also offer Platform Due Diligence, CRPs & CIPs.
We can liaise with your existing compliance provider and offer our own file sense check to ensure the best output for the client.
Using a number of systems and a variety of scenarios.
We also offer full holistic financial planning support.
Analysis, TVC, APTA, abridged advice and full suitability reports.
Want to find out more about outsourced paraplanning?
We’ve built a business model where you can select as much outsourced paraplanning support, or as little support as you need, with fixed, transparent fees.
A flexible solution built with client outcome in mind.
Industry leading 5 working days turnaround.
Full-time, employed paraplanners on hand.
Fixed fee model. No minimum terms or spend, know what you’re paying for.
Your templates, or ours? You decide.
Award winning legacy in the outsourced paraplanning world.