Frequently Asked Questions

Why choose Unity Paraplanning?

We have extensive technical knowledge and practical experience with a wide variety of advice types, firm sizes, investment propositions and client needs. Importantly we also have a keen desire to do the right thing for your clients.

We listen and make suggestions, ask constructive questions and make notes to help translate your advice into a compliant file and suitability report.

Where are we based?

We can provide our services to anywhere within the UK but we are mainly based at our home town in Bristol.

We also love to spend time with our clients in their own offices, as required.

How do we share information securely?

We will provide you with access to a secure online system where you can send and receive messages and documents securely.

Do you charge VAT?

Yes. All prices are subject to VAT at the standard rate.

Why outsource?

Outsourcing works well for a number of different firms. Whether you need permanent or temporary support, an over-flow resource or technical support for a specific type of business, we can help.

Outsourcing your paraplanning could help you be more cost and time efficient. We charge fixed prices, so you don’t need to worry about employment or HR costs. We are constantly updating our CPD so you will not need to spend time out of your business for this.

Can we help with training existing paraplanners?

Absolutely. We love to support new and existing paraplanners. Just let us know what you need and we can arrange training in person or via skype.

WHo is responsible for the advice?

We are not FCA-authorised and the advice you give to your clients will always remain your responsibility.

Will you market to us?

We rarely send marketing e-mails. If we do in future, we would ask for your specific consent to contact you in this way.

Will you share our information?

We will only share the information you give us where we are required to do so to undertake the work you have asked us to do. An example of this could be obtaining client specific quotes or gathering policy information. We will never pass your details to 3rd parties for any reason not related to the work requested.