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 Bespoke service to your specific needs.
The Bespoke Paraplanning Service
Our core offering is completely tailored to match your needs and adds significant value to the services you provide to clients.
We offer a fully bespoke, high-quality paraplanning service for financial advisors.
Suitability report writing
Using your own templates if you wish.
Product and provider research
Fund research and analysis
Pension transfer analysis
DB TVC / APTA reports
Annual review services
Bespoke research and projects
Due diligence reports
Plus, much more
The Value Paraplanning Service
Our value service broadly offers the same benefits as our Bespoke proposition, but with an eye on costs. The key differences are:
- We use our own report template, albeit in your corporate style.
- We use our own research tools and software.
To discuss the best paraplanning service for your needs and budget, please.