Outsourced paraplanning specialists

We offer a full range of paraplanning services designed to provide you with the ultimate support for your financial planning business needs. Quality and partnership are and the heart of this tailored service.

We know what's at stake...

We've been doing that for many years and understand that an experienced paraplanner is an essential part of your team, however can be expensive in terms of training and equipment.

We undertake the research, analysis, cash flow modelling and write a bespoke statement of suitability. Everything tailored to your business philosophy and vision every step of the way.  Our service is fully aligned with current compliance and data security requirements.

We will offer to free up your valuable time and save you costs, weather you engage us on the retainer basis or give us ad hoc instructions.

What We Offer

Our clients know they can rely on us. We supply accurate work and meet your needs flexibly on a payment basis that suits your business.

Technical Research

  • Technical research & discussion
  • Product market comparison
  • Analysis of Client circumstances
  • Review of Alternative options and strategies
  • Tax Considerations

Cash Flow Models

  • We are comfortable building & updating cash flow forecasts in Voyant, Cashcalc and Timeline.
  • Insights on the impact of portfolio performance, a Monte Carlo, loss capacity and many more.
  • Detailed projection reports.

Client Reports

  • Our Statements of Suitability help you both tick all the compliance boxes and produce letters that your clients will actually read and understand.
  • Financial Planning Reports
  • Annual Reviews

Other Services

  • Templates design
  • Brokerage software training: Cash flow modelling, CRM systems, AML verification software, Digital signatures, PDF Editing, Marketing tools.
  • Consultancy service for a brand new brokerage - software options, client journey flow, processes, admin requirements, compliance etc.
  • LCOI compliance service coming soon.