Why Outsource?

There are many reasons why you should consider outsourcing your paraplanning

We believe that the most productive use of an adviser’s time is spent meeting and advising clients. You didn’t become an adviser to sit in an office doing paperwork!

Outsourced paraplanners tend to be very experienced, highly qualified and at the top end of their profession. Employing a full time paraplanner of a similar calibre will incur significant costs and we know from our own experience how difficult it is to find high calibre paraplanners. Thankfully we have an excellent team in place already so we can take the hassle away from you.

By outsourcing, you can tap into a wealth of experience for a fraction of the cost and only pay for the service when you need it.


The key benefits of outsourcing your paraplanning are:

Professional reports

Professional, quality suitability reports that will reflect well with your clients.

Pay as you go

Only pay for the service when you use it.

Minimise your costs

No recruitment costs, salary, sickness or holiday pay, pension contributions, national insurance, employee benefits, training and development etc.

Increase revenue and profitability

Free up your time

to service existing clients and generate new business

High-quality service

Have a highly qualified and experienced paraplanner as part of your team.

Part of Your Team

Although we work remotely, our objective is to integrate as part of your team.