Paraplanner Pro provides specialist support services to financial advisers and wealth management firms, primarily in the United Kingdom. Their core business involves handling the technical, research, and report-writing aspects of financial planning, allowing advisers to focus on client relationships and business development. Their services include suitability report writing, cashflow modelling, product and fund research, and general financial administration. The company aims to offer a flexible, cost-effective alternative to hiring in-house staff, ensuring compliance and efficiency for their clients.

Founded in

Australia