Established in 2008, The Paraplanning Partnership provides comprehensive support services to financial advisory firms across the United Kingdom. Their core business involves offering outsourced paraplanning, which includes research, analysis, and the creation of compliant suitability reports for financial products like pensions, investments, and protection. By handling these technical and administrative tasks, they aim to free up financial advisers' time, allowing them to focus on client relationships and business development.

Founded in

United Kingdom