We recognise that having access to an experienced paraplanner is integral for your client advice journey.  The benefit of outsourcing this function is that you only pay for the service when you need to use it and reducing your costs of having to take on a full-time employee.

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Our MoreThan Paraplanning services are individually tailored to meet your needs.  We carry out all types of report writing and research from basic reports by our junior paraplanners to a fully bespoke highly technical report writing service by a vastly experienced Chartered Financial Planner

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• Suitability report writing service

  • Using our own reports, in your corporate style

  • Using your own report template if preferred

• Fund research and analysis

• Product and provider research

• Technical research for pensions

• Express report writing services available upon request

• Access to a Chartered Financial Planner for your more technical or complex cases

 

Cost: Suitability Reports from £200

         Research from £50

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