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Contract Paraplanning Services (CPS)
Information by Research TrustFinance
Founded in 2011, Contract Paraplanning Services (CPS) is a specialist company offering outsourced and flexible paraplanning services to financial advice firms across the United Kingdom. Their mission is to provide highly experienced and efficient support, enabling financial advisers to increase their productivity, streamline their processes, and focus on client-facing activities. CPS handles tasks such as research, analysis, cashflow modelling, and suitability report writing, effectively acting as an external extension of a financial adviser's team.
Australia
Industry
Financial