Quite simply, we provide high quality, outsourced Paraplanning solutions to UK Financial Advisers.
We offer a flexible service, tailored to suit your business needs, whether you require support on a continuous basis or as and when time consuming and technical cases arise.
Our clients like the fact we come from an advisory background as it means we are very aware of the challenges that exist and have a sound commercial awareness. Before we undertake a project we will take time to understand your business and any specific requirements you have. We want you to feel confident that we are working as part of your team. Working on your behalf helping you deliver a first class service to your clients and spend more time growing your business.
Why do our clients continue to work with us?
• High professional standards
• Cost effective bespoke solutions
• Friendly and approachable
We believe that the Paraplanner-Adviser relationship is one built on trust which is why we are committed to delivering professional excellence all of the time.