Founded in 2012, Integrated Paraplanning is a specialist firm that offers high-quality, compliant, and efficient outsourced paraplanning support to financial advisory businesses across the United Kingdom. Their mission is to act as an integrated part of their clients' teams, handling technical research, cashflow modelling, and suitability report writing. This allows financial advisers to save time, reduce administrative burdens, and focus more on client-facing activities and growing their business.

Founded in

United Kingdom