See our service packages below
Bronze Services Package
For firms requiring occasional paraplanning assistance or support on specific projects.
Ideal for:
-
One-off cases
-
Short-term or specialist projects
-
Defined pieces of technical work
What’s included
-
Clearly scoped, task-specific paraplanning support
-
Research, analysis or report drafting as agreed
-
Fixed fee or hourly pricing depending on scope
-
No ongoing commitment required
Silver Services Package
For firms that need regular but flexible paraplanning support, without committing to a monthly retainer.
Ideal for:
-
Firms with variable workloads
-
Advisers seeking dependable overflow support
-
Short- to medium-term capacity needs
What’s included
-
Scheduled or ad-hoc paraplanning support
-
Technical research and suitability report drafting
-
Support during busy periods, holidays or absence
-
Clear scope and agreed turnaround times
-
Consistent communication throughout delivery
Gold Embedded Paraplanning Partnership
For advice firms seeking a long-term paraplanning partner with predictable capacity and priority access.
Ideal for:
-
Firms with regular paraplanning demand
-
Advisers who value continuity and consistency
-
Growing firms seeking reliable technical capacity
What’s included
-
Priority scheduling and agreed turnaround times
-
Full technical research and suitability report drafting
-
Cashflow modelling and scenario analysis
-
Pension, investment and protection research
-
Familiarity with firm processes, templates and systems
-
Proactive workflow planning and regular check-ins