Eden Paraplanning offers a range of professional support services tailored for financial advisers and wealth managers. Their core business is providing outsourced paraplanning, which includes research, analysis, and the preparation of compliant suitability reports for various financial products like pensions, investments, and protection. By outsourcing these technical and time-consuming tasks, they aim to help financial advisory firms increase their efficiency, capacity, and profitability, allowing advisers to focus more on client-facing activities.

Founded in

United Kingdom