Efficient Paraplanning Limited provides a range of professional support services specifically for financial advisers and wealth managers. Their core business is to handle the research, analysis, and report-writing tasks (paraplanning) that are essential for providing regulated financial advice. By outsourcing these functions, they aim to free up advisers' time, allowing them to focus on client relationships and business development. Their services include suitability report writing, cashflow modelling, product and fund research, and general administrative support, ensuring compliance and efficiency for their clients.

Founded in

United Kingdom