“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
Save time and improve your client service with our highly skilled paraplanners. We enable you to offer the same high quality service that larger companies can, but at a fraction of the cost. If you already have some paraplanning resource in house, we act as a valuable additional resource.
We work with you from the very early stages of a case to help create the right outcome for each client.
Then make sure that all the relevant facts and information have been obtained.
Work with you to decide on the most suitable strategy and agree on it before starting to write a report.
We write a high quality report that gives your client all the information they need to make an informed decision to proceed.
Your first point of contact:
Richard Allum, 0845 125 9644
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