We are a small outsourced paraplanning firm, specialising in giving personalised support to financial planning firms across the UK.
We like to have close relationships with our clients, supporting them right from the ideas stage of planning, all the way through to the completion of the research and suitability report.
Collaboration, challenge and two-way conversations are key parts of the service we provide - we want to help our planners get to the very best outcomes for their clients.
