Founded in 2014, Assured Paraplanning Ltd is a specialist company that offers high-quality, bespoke paraplanning and administrative support to Financial Advisers and advisory firms across the United Kingdom. Their core mission is to alleviate the administrative and technical burden from financial advisers, allowing them to focus on client-facing activities and business development. The company's services include creating suitability reports, conducting product research, cashflow modeling, and handling client reviews, effectively acting as an expert, remote extension of their clients' teams.

Founded in

United Kingdom