Entries by root

Competition Shortlist

We are delighted to have been selected as one of the 5 finalists in the Silicon Beach business start up competition.  Here’s what Silicon Beach had to say; “Precision Paraplanning “provide high quality outsourced paraplanning solutions to Financial Advisers.” Compared to some of our wackier entries, Precision Paraplanning have a solid, serious business plan with a […]


An eventful day spent at the Paraplanners PowWow last Thursday. A beautiful venue in the Northants countryside staged in a large wigwam and pitched as the first of its kind “unconference” conference for Paraplanners. It’s not often you get to sit round a roaring campfire discussing suitability reports, due diligence and other paraplanning issues with like-minded […]

Welcome to the PP blog

Hello all, I’m delighted to announce the launch of the new and improved Precision Paraplanning website and blog where I hope to be able to share the occasional useful insight into the wonderful world of paraplanning and financial advice. Precision Paraplanning will shortly be celebrating our 1st birthday and wow, what a first year it […]