UK Paraplanning

Empowering financial advisers with accurate advice documents and tailored paraplanning support, giving you more time to focus on clients and scaling your business.

We offer the following services to simplify and strengthen your advice process:

Suitability Reports

Professionally written, fully FCA-compliant reports tailored to your client’s financial objectives, risk profile, and personal circumstances

Annual Review Packs

Comprehensive, FCA-compliant reports supporting ongoing client reviews, performance tracking, and updated recommendations to keep advice aligned with changing circumstances

Product Switch & Comparison Reports

Documented recommendations for product switches or upgrades

Investment Research & Analysis

In-depth product research and comparisons to assist with informed, evidence-based advice

Strategy Papers

Clear, strategic summaries that align with your client’s financial objectives and regulatory requirements

Cashflow Modelling

Clear, visual projections to help demonstrate client scenarios