The benefit to you can be answered with one question :

Did you become a financial adviser to sit in your office completing paperwork?

If your answer is ‘no’ then the benefit is to relieve you of those pressures.

We never forget that it is you giving the advice. The Paraplanning House is simply here to put your advice into words.



Free your time to spend with clients and develop your business, with us taking care of your administrative workload.



We have the flexibility to tailor our services to meet your exact needs. We can come into your sales process as early or late as you wish; completing all the data analysis, research and report writing, or stepping in at any point you choose.



Focus on what you do best, advising your clients. Let The Paraplanning House focus on the rest.



By relieving you of the administration and research requirements you can concentrate on the core element of your business.



You can be confident that your requirements will be met by fully qualified Paraplanners holding the Diploma (DipPFS) status.



We can provide specialist consultancy services for SSAS and SIPPS.

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