Our Services

We are passionate about paraplanning

It’s what Roger has been doing since 1997 and what the team at Outsourced Paraplanning has been doing since 2007.

 

Our primary objective

Our primary objective is to integrate as part of your team to provide you with the paraplanning support you require. No two advisers are the same and we do not believe in a one size fits all paraplanning service; which is why we aim to tailor our service to your specific needs.

Our paraplanning service includes:

Suitability report writing

Bespoke or using your own template.

Product / provider research

Fund research

Cash-flow forecasts

Bespoke research and projects

Annual reviews

Due diligence reports