Franc Paraplanning is a specialist firm offering outsourced paraplanning and administrative services to UK-based financial advisory businesses. The company's mission is to free up financial advisers' time, allowing them to focus on client relationships and business growth. They achieve this by handling technical research, cash flow modelling, analysis, and the creation of compliant and comprehensive suitability reports. By offering a bespoke and professional support service, they aim to be a trusted partner for financial advisers, helping to improve efficiency and maintain high standards of service delivery.

Founded in

Australia