In short we are the UK's largest outsourced paraplanning company - all our clients receive a dedicated paraplanner. We find this builds a much stronger working relationship and rapport with the advisers we work with.
To summarise the other benefits and reasons why it makes sense and why so many advisers have been using our services and recommending us to others:
• Team of 30+ paraplanners with knowledge and experience in all areas
• 98% pass first time rate
• Solid reputation in the industry as the leading paraplanner agency
• Skilled board of directors
• Financial Security – all our work is fixed fee, and paid after compliance approval and without a sliding scale – so a pension transfer with 9 ceding schemes costs the same as one with only 1
• Systems - We use a bespoke designed state of the art automated system for you to send work to us, and for us to keep you informed of where your cases are
• Speed – we already have industry leading standards of 3-5 working days between receipt of all information and submission to compliance, however over 85% of our cases are processed the same day giving you the security of a slick and speedy process
• Quality – Thanks to our specialist knowledge we have extremely high quality rates. No exceptions.
If you haven't used the services of a professional paraplanner before feel free to give us a call and get a feel for who we are, how we operate and understand our capabilities. We are here to make your life easier, freeing up your time and putting you in a position to earn more money.