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Specky Paraplanners
Information by Research TrustFinance
Founded in 2011 by Michelle Wilson, Specky Paraplanners is a dedicated outsourced paraplanning firm that supports financial advisory businesses across the United Kingdom. The company's mission is to provide high-quality, reliable, and efficient support, allowing financial advisers to focus on client relationships and business growth. Their services include product and fund research, cash flow modelling, suitability report writing, and general administrative assistance, effectively acting as an extension of their clients' in-house teams.
Australia
Industry
Financial