Welcome to Paraplanning Direct
Established in 2004 we are one of the UK’s most experienced outsourced paraplanning support services.
At a time when the demands of running a profitable IFA business have never been greater, our aim is to:
- Release you from time consuming research, letter and report writing.
- Produce high quality reports and letters to your meet your particular needs and preferences.
- Provide you with access to some of UK’s most qualified paraplanners.
- Avoid expensive overheads, recruitment costs, employment risk, etc.
- Charge you for only for what you use.
- Provide you with an insight into market developments and best practice.
- Increase your profitability.
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 your regulatory requirements and the developing market.
Our principal paraplanner, Steven Hotham CFP, is also a Chartered Financial Planner and adheres to the strict codes of professional development and ethics set by the IFP and CII.
This site is intended for professional advisers only. Paraplanning Direct are not regulated by the Financial Services Authority and we 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.
