Harvard Paraplanning Services Ltd is a UK-based company, incorporated in 2020, that provides specialized outsourced paraplanning support exclusively to financial advisers. Their core mission is to alleviate the administrative and technical burdens on advisers, such as conducting research, performing analysis, and writing suitability reports. By handling these complex back-office tasks, Harvard Paraplanning enables financial advisory firms to increase their efficiency, reduce operational costs, and dedicate more time to client-facing activities and business growth.

Founded in

Australia