Welcome

We provide a strong and robust paraplanning resource, built on high levels of knowledge, experience and qualification. We offer a range of services, including financial planning and cashflow modelling as well as training and consultancy services. Much of the work we undertake is analysis and report writing. We work in partnership with you to create a compliant file and to help produce the best outcome for your clients, whilst ensuring the process is simple and cost effective for you.

As part of our proposition we have a strong internal checking process in place to ensure the reports you receive are compliant and accurate. We believe this forms an essential part of the paraplanning process.

  • Our Suitability Reports are highly personalised, accurate, thorough and attractively presented. Please contact us for a sample. If you prefer, we can use your templates and / or incorporate your company style and branding as required.
  • We aim to produce each report within a five day timescale, but this may take longer if data gathering or other research is involved.
  • Our paraplanners have a wide range of knowledge and experience.
  • We have a number of testimonials from existing clients.
  • You can read about us in the press.
  • You can read our Privacy Policy here.

We work with directly authorised and network linked advisers, catering for independent or restricted advice models.

To discuss your specific requirements in the first instance please contact one of the Company Directors:

Julie Pipe CFPCM ACII APFS APP
C
hartered Financial Planner
Chartered MCSI

Alan Gow DipPFS APP ACSI
Accredited Paraplanner

Or complete our contact form – we will respond as quickly as possible and in any case within one working day.

We like to have a close relationship with each of our clients and, to that end, if you are within reasonable travelling distance, it would be our pleasure to meet with you in person.

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