You:

Build and maintain
relationships with your
clients, find out their objectives & what they need.

We:

Analyse your client data,
review options, create
strategies, prepare final
reports & audit trail

Financial Advisers: Outsource your paraplanning


Get an info pack

How we make your life easier

  • Free up your time and increase profitability
  • Have highly qualified and experienced paraplanners in your team
  • No employment costs – only pay for what you use
  • High quality and professional reports
  • No recruitment or retention concerns
  • Access services usually only found in large firms

Our reports are prepared to your specifications. We provide a complete audit trail for your file which may include a product research report, portfolio analysis and fund fact sheets. Our reports are bespoke and prepared by human beings, not a computer!

Find out more! Check out our other services

“I have used Richards paraplanning services regularly for several years now and continue to use him under his new venture. I have found Richard one of the most professional and personable individuals I have come across in 10 years in Financial Services, capable of creative thinking and going just that little bit further than was expected. I thoroughly endorse and recommend his services.”

Charles Riches, Capital Asset Management