We are a small business run with passion and energy. We love what we do, and we do it well.
We work with financial advisers who want to maximise the time spent with clients and minimise the hours it takes to prepare research and write reports.
Our primary focus is on providing professional paraplanning and suitability report writing services to financial planning firms who value our technical input and the flexibility of our services.
We work with a small number of financial planners, which enables us to truly get to know how they work and adjust our output and services to their needs.
Hiring an outsourced paraplanner can be much easier and more cost-effective for your business than hiring an employee. Following an initial consultation, we can typically begin working for you fairly quickly, and you don’t have the hassle and expense of paying our tax, national insurance, holiday pay or pension contributions. You simply have ad-hoc support as and when you need it.