Overview

Parasentials Paraplanning

Information by Research TrustFinance

https://www.parasentials.co.uk/

Founded in 2011 by director Catriona Brand, Parasentials Ltd is an outsourced paraplanning firm dedicated to supporting financial advisers. Their mission is to provide an invaluable service by handling time-consuming tasks such as writing suitability reports, conducting cashflow modelling, and performing fund research. This business model allows financial advisers to free up their time to focus on client relationships and business development.

Founded in
United Kingdom

United Kingdom


Industry

    Financial

  • Other ServicePRIMARY