Founded in 2016 by Director Siona Holdsworth, Signature Paraplanning is a specialist firm dedicated to offering high-quality, outsourced support to financial advisers and planners. The company's mission is to help financial advice firms increase their efficiency, capacity, and profitability by handling the technical research, analysis, and suitability report writing. This allows advisers to focus more on client-facing activities and business development. They pride themselves on providing a flexible and professional service tailored to the specific needs of each advisory firm they partner with.

Founded in

United Kingdom