About

Some financial firms get the power of paraplanning and others just don’t. Guess which ones we’re looking to work with?

You’re paying for our service. What’s more, you’re putting your name to the analysis and written advice that we produce. With this in mind, you want to know that we understand the business. There is some pretty technical and time-consuming work to deliver the best advice for a client. We don’t sit behind you as an admin function. You can get that for far less than working with us. We’re partners in your business, adding value to what you do. A great paraplanning partnership can transform your business. You can relax knowing that we have the experience that will back up your decisions and give you the confidence to move forward with a client. After all, what’s the point in paying a paraplanner good money and then checking every last line yourself?

Financial planning for a client is about two things –

  1. Providing bespoke financial planning advice
  2. Doing all the technical work that supports your decisions

And you have a choice. Do this yourself – or delegate it to someone who can take the strain. Now we do far more than take the strain. We add value to your business by using our experience built up over decades of financial advice.

Why

Why

Paraplanning partnerships aren’t for everyone. We get that. We want to work with people who see the value in what we have to offer. As a partner, we help you to give advice that keeps you in front of clients. Advisers are being struck off and swamped by complaints when they don’t get things right. The paraplanning that we offer ensures you stay on the right side of the FCA.

To make sure this happens, we need to be at least as good as you at this. Take a look at the client testimonials we have. It shows the kind of worth we have with our clients. And these testimonials are real. Drop us a line for a chat and we will happily give you their contact details so you can have a conversation with them. That way you can hear for yourself what we bring to the table.

What

What

Let’s start with what we don’t do. We’re not an admin function for the lazy adviser. We don’t charge the cheapest rates on the market. And there is a reason for that. You’ve heard of the phrase, you pay peanuts, you get monkeys. We don’t charge peanuts. But we deliver a whole lot of bang for your buck.

Paraplanning should be all about boosting your business by adding to it. Too many advisers think that it is someone to throw all the unwanted work to. Paraplanning is not about doing the ‘unwanted’ tasks it is about undertaking the essential technical desk-based tasks that prevent you from being in front of your clients.

How

How

Our founder/MD outsourced paraplanning when he was running a financial adviser firm 20 years ago. And what struck him was the difference between paraplanners. He wanted people who would add value and genuinely provide a boost to the company. And these were few and far between. Of course, he was willing to pay extra for quality, we all are. When he found the right person, he kept hold of them as long as he could!

We have brought that experience with us. Our MD has been an IFA, he’s been an MD, and grown businesses. He knows what you’re going through. And this experience is what we bring to the table. A partnership between our businesses means we get to bring our own talents and knowledge to the table together. The value in this is – the sum of the two parts is greater than the whole. Together we can build a great business.

 


Hub

Paraplanning Hub

Our paraplanning hub connects you with the right paraplanning partners. This means you get the right person for your business. The hub is the perfect place to connect you with the right person to boost your business, all steeped in the same ideals as you.