SERVICES

Outsourced Paraplanning

You supply the documentation - we write the report.
Ideal for advisers wanting to keep costs low while ensuring compliant, professional output.

We handle the research, recommendations, and prepare the file for compliance review.
Perfect for firms wanting a full-service approach without the admin burden.

We compile a recommendation pack ready to email directly to your client.
Ensures everything is complete, compliant, and presentation-ready.

Not sure which service fits best? Let’s chat about what you need.

Costs

Our fee structure is based on case type and the level of support you want. Whether you just need a report, full research and file preparation for compliance submission, a recommendation pack for your client or all three - we'll build the service around your needs.

For adviser firms needing something outside our core services, we can also provide ad hoc paraplanning support on an hourly basis.