Looking for a Paraplanner?
If so, you are in the right place. Many IFAs and financial planners are now using the services of an outsourced or freelance paraplanner and benefitting from their technical expertise and experience as well as saving lots of time. This site brings the top paraplanners together in one place allowing you to easily find the one that best suits your business. More here
The Paraplanners work with financial advisers to help clients make sense of their money. Working side-by-side with financial planners and advisers, we offer ideas and insights through research, analysis and reports.
Over thirteen years we have refined four distinct services; Bespoke, Express, Migrate and Research. Complete Paraplanning from Chartered and Certified Paraplanners
IFA Choice provides an outsourced paraplanning and administration service for Independent Financial Advisers. We cover a range of services from product and fund research, compilation of Presale Letters and Suitability Reports to organising a client review system.
Para-Sols can assist with all of your paraplanning needs, from research and analysis to compilation of suitability reports and input into lifetime planning software such as Truth and Voyant.
Victory Planning Services is an outsourced paraplanning service for the IFA community. We acknowledge that your time is a valuable commodity. Our aim is to give you more time to see more clients
Our highly qualified paraplanners produce accurate, personalised and attractively presented Suitability Reports, as well as technical research and analysis. We offer a competitively priced and cost effective service.
Plan Works is a provider of bespoke planner and adviser paraplanning services. We work in collaboration with you to produce compliant, accurate and presentable documents, whether you need a full financial plan, analysis, or suitability reports we can deliver the work you need, in the time, budget and format that you need it.