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.

Frequently Asked Questions

How does the service work in practice?

On receipt of your initial email instruction, a factfind and policy information, we will assess the case and contact you with any queries that we may have. We will then agree the broad outline of advice, product provider, investment strategy, etc, and provide you with an estimate of our costs and timescale for completion.

Who uses your services?

We work principally with small IFA firms, both directly regulated and network members.

In what format are reports delivered?

Reports can be delivered in Word or PDF format. Wherever possible we will brand report to include your logo, house style, font, etc.

What products areas can reports be prepared for?

We can prepare reports for most areas, with the exception of mortgages and general insurances.

What if I require amendments to the initial report?

Our aim is to provide absolute satisfaction and we will make every effort to ensure that your requirements are met, although we reserve the right to charge for any additional work that falls outside of our original brief.

Who initiates the product and provider selection?

We are happy to accommodate your preferred providers, or alternatively you can take advantage of our extensive market knowledge. It's your report so it's up to you!

Who takes responsibility for the advice?

Paraplanning Direct acts solely as a third party support provider and it is therefore your responsibility to ensure any advice and documentation meets your regulatory obligations as well as those set down by your network and PI insurers.