Outsourced Paraplanning

Our team includes DipPFS, Chartered, Certified and Accredited paraplanners. We provide high quality paraplanning support to UK financial advisers, based from our office in Reading.

We provide our services to adviser firms on an ongoing basis. This enables us to build a long term relationship with you, so we really get to know how you work. We will become integrated into your processes, becoming a seamless extension to your existing business.  

If you’re looking into outsourced paraplanning services, you have probably already considered the savings that can be made.

  • There are no employer National Insurance contributions to pay.
  • No sick pay, no annual leave and no pension contributions.
  • You can save on the cost of having an employee in the office.
  • Instead, you will have access to a reliable paraplanning service, making use of whichever services are most appropriate to the way you work. We can provide letters and reports in our own house style, or we can adopt your company style as required.

Contact us to discuss your outsourced paraplanning needs in detail with no obligation.