Founded in 2010, Synergy Paraplanning Ltd is a specialist firm that offers outsourced paraplanning and administration services exclusively to financial advisory businesses. Their mission is to provide high-quality, compliant, and technical support, enabling financial advisers to spend more time with their clients. The company handles tasks such as research, analysis, suitability report writing, and cashflow modeling, functioning as an extension of their clients' teams to improve efficiency and maintain high standards of financial planning documentation.

Founded in

United Kingdom