What we do

Working in partnership with financial planners and advisers, we pride ourselves on being a business support unit, providing you with access to a wide range of support services.

There is no one-size-fits-all, and we know that. Our range of services are carefully designed in a way that allows you to pick and choose those elements that are needed to complement your business model and captilise on your existing resources.


Our most in demand service is paraplanning, which is the core of what we do. Our paraplanning support is designed to be flexible and to offer you as much or as little support as you need.

You can opt for our end to end paraplanning, including data gathering and research. Or you can opt for just the report and supporting documents. This will vary from firm to firm, and case by case, and any request can be easily managed by the team.

We’re often asked if there’s any areas of advice we are unable to support – and the answer is no! With the full range of qualifications and experience available across the team, there is nothing that we cannot help you with, and we love to chat through a case and get stuck into the nitty gritty detail with you.

For more information please visit our website