The Paraplanning House is a freelance paraplanning, research and administration service for financial advisers in the UK.
A successful IFA knows that their skills are best showcased when they are with their clients, not completing administration and research in their office. Every minute spent in the office is money lost.
Why not pass those administration and research tasks onto The Paraplanning House. We aim to provide high quality, efficient support to financial advisers.
We have the client facing experience to appreciate that reports need to be completed in a manner that will be understandable to your clients.
A good paraplanner knows the details of the products they are recommending; The Paraplanning House knows how an adviser needs to translate this to meet the wants and needs of their clients.
Contact us today to discuss your requirements and learn how The Paraplanning House could streamline your business.