Welcome to Paraplanning Direct
'The UK's Premier Outsourced Paraplanning Resource & Consultancy Co.'
What is Paraplanning?
The progressive Financial Advisory Business understands the benefits of providing additional resource to the modern-day financial advice professional. The role of the Paraplanner has developed to fulfil this support function.
What are the Benefits of Paraplanning?
Effective Paraplanning should release financial advisers to concentrate their efforts on 'value-added' activities; fact-finding, advice delivery, client reviews, relationship management, CPD, client and introducer development. Ultimately, effective Paraplanning will increase turnover, profitability and business value.
Why Paraplanning Direct?
Our wealth of experience enables us to create bespoke solutions in a wide range of complex financial planning areas. Our approach is user friendly, well structured and sensitive to compliance issues. There is no need for you to reinvent the wheel or to turn business away, because it's an area you feel unfamiliar with. Leave it up to us and concentrate your efforts on your core profit activities.
All our paraplanners are qualified to at least AFPC level and are selected for their ability to deliver high levels of competency and attention to detail.
If you are a Financial Adviser click here for more information
This site is intended for professional advisers only. Paraplanning Direct are not regulated by the Financial Services Authority and do not provide financial advice to retail consumers. If you require financial advice then you should visit www.unbiased.co.uk to locate an Independent Financial Adviser in your area.
