Athena Paraplanning is a UK-based company that provides specialized, outsourced support services to financial advisory firms. Their core business is to handle the technical and administrative tasks associated with financial planning, such as conducting research, analyzing data, and preparing detailed suitability reports. By outsourcing these functions, the company's mission is to free up financial advisers' time, allowing them to focus on client relationships and business development while ensuring compliance and high-quality documentation.

Founded in

United Kingdom