Tag Archives: Outsourced Paraplanning

Six Sigma in Financial Planning Practices

Six Sigma in Financial Planning Practices

Six Sigma in Financial Planning Practices To many people, Six Sigma is ‘something done in manufacturing’. To me having spent six months obtaining my Black Belt and reviewing the processes within my own paraplanning business, I totally disagree. Although 6 Sigma has its roots in the 1980’s it has been applied successfully within the services … Continue reading Six Sigma in Financial Planning Practices

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How To Find A Quality Paraplanner At Short Notice

As a financial services firm, you will need a quality team to help you deliver the best advice to your clients. Building and leading a team takes up a lot of time and effort. When you get it right, you know what the sweet spot is. Getting it wrong feels very different. There may be … Continue reading How To Find A Quality Paraplanner At Short Notice

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Financial advice can make you happier – Part 2

(Working with a professional financial adviser – Part 2.) It appears taking financial advice can make you happier, I know I was surprised too. But stick with me on this one. Firstly, full disclosure, the article is US biased. Although I do tend to think money is a global leveller so I am comfortable in … Continue reading Financial advice can make you happier – Part 2

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Top 5 Tips For Delivering Your Best Financial Advice.

The role of a financial adviser is all about one thing – delivering the very best financial advice to your clients. It might look easy when you first start out, full of ideals, that you can deliver this time after time. But once you have been in the role for some time, the trees cover … Continue reading Top 5 Tips For Delivering Your Best Financial Advice.

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Working With a Professional Financial Adviser – Part 1

A recent report by the International Longevity Centre UK (ILC) (read in full here) concluded that people who worked with a professional financial adviser were a very impressive £47,706 better off over a 10 year period. This value was made up of an increase in overall asset values including accumulated pension wealth. Yes, the above … Continue reading Working With a Professional Financial Adviser – Part 1

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Outsourced Paraplanning Near Me

Outsourced Paraplanning Near Me – Contacting Us

At the Paraplanning Hub, our vision is that you will be able to have outsourced paraplanning near you.. Our model is to have 10 hubs based throughout the UK – including Manchester, Leeds, Edinburgh, Birmingham, and London. The first hub and headquarters are based in the North East of England in County Durham, within The … Continue reading Outsourced Paraplanning Near Me – Contacting Us

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Paraplanning Hub QROPS New Zealand Case Support

Something that we do get asked from time to time is ‘Hey, Paraplanning Hub QROPS case support – do you do this?’. The short answer is ‘yes!’. We have done quite a few QROPS cases in recent years, including a few New Zealand DB transfers during 2019, in conjunction with NZ IFAs, and we do … Continue reading Paraplanning Hub QROPS New Zealand Case Support

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