Executive Paraplanning & Services

Founded by Leanne Barlow, Executive Paraplanning & Services is a specialist firm dedicated to offering high-quality, outsourced support to financial advisers. The company's mission is to help financial planning businesses operate more efficiently and profitably by handling the technical research and administrative tasks involved in creating financial advice documents, such as Statements of Advice (SOAs). This allows financial advisers to dedicate more of their time to client-facing activities and business development.