Take your advice firm to the next level.

Expert outsourced paraplanning services.
We’re your sounding board, your sense check, your safety net.

Outsourced Paraplanning for IFAs

We work with directly authorised Independent Financial Advisers and Planners to help create financial plans and explain recommendations. Most of our clients are members of support firms such as SimplyBiz, Threesixty and Paradigm.

We’ve been working alongside advisers since 2011, providing consistent, clear and top quality research, analysis and reports.

Easy to use, award-winning paraplanning support and consultancy, provided with care, diligence and integrity.

Why outsource your paraplanning to us?

Input and ideas

We always give you our input, recommendations 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 paraplanner before you receive it. We want it to be right first time, every time.

Integrated & efficient

We only work with advisers on an ongoing basis, so we get to know how you and your business work. This makes it more efficient for you and for us, and means we become integrated into your processes, so we can provide a seamless service.

Simple and secure

Our secure online document transfer and discussion system produces a full audit trail (important in a regulated profession). Our Cyber Essentials certification means you can be sure your clients’ data is protected.

Call us to find out how we can help you.

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Years of paraplanning experience

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The year Argonaut Paraplanning was established

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You’ve got questions. We’ve got answers.

We’ve answered the most commonly asked questions about our business on the FAQs page. In addition, we regularly update our blog with new content to answer paraplanning related questions. Here are some of our most popular articles…