Outsourced Paraplanning Services for Financial Advisers
Flexible technical and suitability support when your team needs more capacity.
Support when you need it.
One case, a busy period or something more ongoing. We work alongside your existing team rather than asking you to change how your firm operates.
Support around the advice process
Use our team where you need the extra capacity rather than outsourcing everything.
Suitability reports
Clear, well-structured reports that support adviser recommendations and client conversations.
Research & analysis
Technical research, product comparisons and independent research across the market.
Case preparation
Support with the technical work around the recommendation to help keep cases moving.
Annual reviews
Extra capacity around review preparation, research and suitability where required.
How working with us works
A straightforward process designed to fit around your existing team.
Agree the setup
We confirm the support you need, how work will be shared and any system access required.
Send the case
You provide the case information securely and we review what has been supplied.
We do the work
Our team completes the agreed research, suitability work or case preparation.
Everything is checked
All work is subject to a four-eye review before being returned to your firm.
Flexible by design
You do not need to outsource your whole advice process.
Some firms use us for individual cases or periods of pressure. Others work with us every month as part of their normal advice process.
The support adapts around the firm rather than the other way around.
Built around your firm
Start with a conversation.
We start by talking through the type of support you need, the systems you use and how your current process works.
From there, we agree the practicalities, set up secure access where needed and you can begin sending work across as and when you need us.
Before you get started
Do we need to outsource everything?
No. Many firms use us for individual cases or specific areas where additional capacity is needed.
Can you work with our systems?
Yes. We work with a range of systems used by financial advice firms and agree the process before work begins.
How quickly can you complete work?
Our typical turnaround is 5–7 working days once we have everything needed to begin.
How is work checked?
All work is subject to a four-eye review before being returned to the firm.
Let’s talk about where we can help.
One case, a busy period or something more ongoing. We can work out what makes sense for your firm.
