Founded in 2011, Paraplanning Direct provides bespoke, outsourced paraplanning services exclusively for Financial Advisers across the United Kingdom. Their mission is to free up advisers' time by handling technical research, analysis, cash flow modelling, and the writing of compliant suitability reports. By functioning as a remote extension of an adviser's team, they aim to improve efficiency and allow advisers to focus more on client-facing activities.

Founded in

Australia