Bespoke Suitability Reports for every recommendation
Either using your existing templates or ones we have crafted for you, we create bespoke Suitability Reports covering the spectrum of advice areas including pensions and retirement planning, investment planning, personal and business protection, estate planning, and tax-advantaged investments.
These reports can be aligned with your firm's centralised investment and retirement propositions or developed through independent research to meet bespoke client needs.
Ready to outsource your Paraplanning?
We take care of the heavy lifting so you can focus on your clients. Get in touch today to see how we can help you save time, cut costs, and work more efficiently.
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ParaPlan Pro Ltd does not provide regulated financial advice and is neither authorised nor regulated by the Financial Conduct Authority (FCA). Our services are exclusively for financial advice professionals and should not be interpreted as financial advice. The content of this website is for informational purposes only and does not constitute advice. If you are a retail client seeking financial advice, you can find a qualified adviser at
www.unbiased.co.uk
