You:

Build and maintain
relationships with your
clients, find out their objectives & what they need.

We:

Analyse your client data,
review options, create
strategies, prepare final
reports & audit trail

Financial Advisers: Outsource your paraplanning


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How we make your life easier

  • Free up your time and increase profitability
  • Have highly qualified and experienced paraplanners in your team
  • No employment costs – only pay for what you use
  • High quality and professional reports
  • No recruitment or retention concerns
  • Access services usually only found in large firms

Our reports are prepared to your specifications. We provide a complete audit trail for your file which may include a product research report, portfolio analysis and fund fact sheets. Our reports are bespoke and prepared by human beings, not a computer!

Find out more! Check out our other services

“Paraplan Plus has transformed our business. We now see clients knowing that we can deliver high quality reports to them within an agreed timetable”

Colette Cook, Strover Leader & Co Chartered Accountants