Compound Paraplanning provides outsourced technical paraplanning and administrative support services to financial advice firms across the United Kingdom. Their mission is to help financial advisers save time, increase efficiency, and focus on client relationships by handling tasks such as suitability report writing, cash flow modelling, product research, and general administration. They position themselves as an extension of their clients' teams, offering flexible support on a case-by-case or ongoing retainer basis.

Founded in

United Kingdom