We are an outsourced paraplanning company, based in Bristol.
We provide high quality, technical research and reports to support your advice in a clear and easy to understand way.
Outsourced paraplanning tailored to you
Every client is different
Support your high-quality advice with our easy to follow, personalised reports & research
We pride ourselves in being well-organised, trustworthy, reliable and just a little bit geeky.
We work closely with financial planning firms to support the advice process and provide high quality suitability reports and research.
Our technical knowledge and practical experience spans a number of advice areas including money purchase and defined benefit pensions, investments, estate planning, protection and more.
We have a strong geek-streak and love to get to the core of a problem or query and find an answer. Helping you to solve problems for your clients and answer technical queries is part of why we love what we do.
We have strong values and a desire to help you get to the right solutions that fit your clients perfectly. We listen, make suggestions, ask constructive questions and keep records to help translate your advice into a compliant file and suitability report.
Kat Mock
Our Head Paraplanner, Kat Mock, is a Fellow of the Personal Finance Society, Chartered Financial Planner, Accredited Paraplanner and holds several financial planning qualifications including long-term care, equity release and mortgages.