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.
1% of all net profits generated by ParaPlanDan will be donated to the Great North Air Ambulance. On top of this, if you are a ParaPlanDan+ subscriber, for every single report which we complete for you, a further percentage will also be donated to the Great North Air Ambulance. That way, by using our service, you know you are helping potentially thousands of people each year that need quick responses that regular ambulances just can’t provide.
