Founded in 2012, Temple Paraplanning Ltd is a UK-based company specializing in providing bespoke outsourced paraplanning and administrative support to directly authorised financial advisers. Their core business is to act as an external support team for financial planning firms, handling tasks such as research, analysis, and suitability report writing. This allows financial advisers to reduce their administrative burden, manage compliance, and dedicate more time to client-facing activities and business growth.

Founded in

United Kingdom