Founded in 2007, Fulcrum Paraplanning is a UK-based company specializing in providing outsourced paraplanning and administration support to financial advisory firms. Their mission is to deliver high-quality, compliant, and efficient back-office services, allowing financial advisers to focus on client relationships and business growth. They offer a range of services including suitability report writing, cashflow modelling, and technical research, positioning themselves as a dedicated partner to the financial advice community.

Founded in

Australia