Knowledge and experience
We help directly authorised financial advisers find more hours in the day. We work with small and medium sized advice firms who genuinely have their clients’ best interests at heart. Paraplanning done properly, since 2011.
Input and ideas
We work in a complex profession, which is why it’s important to have a second pair of eyes on each case. We don’t churn out reports like a factory – we’ll give you our thoughts on the advice and make suggestions if we think we can help create a better client outcome.
Right first time
We know your time is precious. That’s why every report is checked by a second qualified paraplanner before you receive it, because we want it to be right first time, every time.
Our office in central Reading is open weekdays from 9-5.30, so we’re always available when you need us. We confirm receipt of all cases within 24 hours, so nothing slips through the net, and we’ll keep you posted on our progress.
Integrated and efficient
We only work with advisers on an ongoing basis, because we get to know how you work and what you like. That way, the research and reports you receive from us are ‘ready to go’, so you don’t have to spend your time making changes. It’s a system that works – most of our clients have been working with us for many years.
Simple and secure
We use an online system for transferring documents and discussing cases. This is more secure than using email and it means there is a full audit trail, which is important in any regulated profession. It’s easy to get started if you think we might be a good fit for your needs.