frequently asked questions
Why outsource?

We are the first to acknowledge that outsourced Paraplanning may not be the preferred route for some Financial Planning firms. However, our outsourced Paraplanning service offers a cost-effective and flexible solution for our clients.

This provides the facility for our clients to free up more of their time and resource, which can be spent on the important things, like meeting their clients.

Our flexibility allows us to tailor our clients’ required level of resources on a monthly basis, to ensure their service remains consistent and to a high standard. We know workflow can undulate, so our flexible service provides ongoing security to Financial Planners, meaning we can be called upon during higher levels of workflow at short notice.  

What areas of financial planning can you help with?

Our highly qualified team of paraplanners can assist in the following areas:

Pension transfer reports, ISA and Investment reports, Onshore and Offshore Bond reports, Protection recommendations, Trust recommendations and planning, Cashflow modelling and strategy reports, Investment analysis and research, Inheritance Tax planning, Annual Reviews, Bespoke projects.

How do I get started?

Our first step is to have an initial assessment call to understand your current needs and requirements. Following this, we are able to complete a complimentary trial case so you can experience our service without obligation, and it allows us to identify any current areas that we can immediately add value to.

 

Following completion of the initial trial, we can initiate our onboarding process which provides a clear structure and process for completing our ongoing work in line with your requirements. This also allows us to identify which service will best suit your needs, we provide a bespoke fixed-price structure which outlines our indicative costs before signing up.

 

Get in touch for a complimentary initial assessment today!

Where can I
find out more?

If you would like to find out more about potentially working with us, please do get in touch by clicking here. We would be delighted to hear from you.

Outsourced Paraplanning UK