At ParaPlanDan, we specialise in providing outsourced paraplanning services tailored to your needs. We offer comprehensive research and report writing for pensions, investments, annual reviews and protection. This includes creating accurate cashflows and collating essential documents for a compliant file. Let us handle the complexities of paraplanning so you can focus on what matters most—serving your clients effectively.
We offer bespoke paraplanning support tailored to financial advisers and planners. With expertise in delivering comprehensive and compliant research and reports, ensuring that your clients receive your advice in a beautifully designed, clear, well-structured report. View below to find out more on each service.
