Founded in 2013, Pivotal Paraplanning offers a range of remote paraplanning services to financial advisory firms across the United Kingdom. Their core mission is to handle the research, analysis, and report-writing aspects of financial planning, such as creating suitability reports and cashflow models. This allows financial advisers to save time, increase efficiency, and focus on client-facing activities. The company prides itself on providing high-quality, compliant, and tailored support to help advisory businesses grow.

Founded in

United Kingdom