Outsourced Paraplanning & Adviser Consultancy
Plan to spend more time with your clients, growing your business?
Need extra support to stay compliant or help writing recommendation reports?
Find out how we can help!
Prudent Paraplanning Services Ltd is not authorised or regulated by the FCA and all work will need to be checked by a Financial Adviser and Pension Transfer Specialist.
Technical Research & Analysis
Research & Analysis is at the heart of what we do, evaluating your clients aims and objectives and applying these to their financial and personal circumstances allows the right strategy to be implemented.
Report Writing
Report writing is one of the most important elements of the financial planning process, our suitability reports are detailed, personal and compliant. Giving clarity and peace of mind to you and your client.
Cashflow Planning
Cashflow Planning is one of our specialist areas, working with you to create a financial plan for your client. Identifying ways to mitigate risk and achieve aims and objectives. This provides the client with a clear and concise path over their life-cycle, turning goals into reality.
About Us
Prudent Paraplanning are passionate about the financial planning profession. We are your go to Outsourced Paraplanning Specialists.
Our approach to solving financial planning issues is multi faceted, you can be confident in the knowledge that all our work is of a high quality. Along with our technical expertise and experience in financial planning, we employ the latest technological software helping you to stream line your processes.
As Professional Paraplanners, we work with you to understand your business and develop a tailored proposition, allowing you the time you need to spend building your financial advice practice and client relationships rather than focusing on technical analysis and report writing.
Let us add value to your business, so you can add value to your clients.
Paraplanning the right way!
Why Outsource to Prudent Paraplanning
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Extensive experience in all areas of financial planning.
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Our services will give you more time to develop and maintain strong client relationships.
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Improve profit and efficiency.
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Benefit from using our software.
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Professionals at hand who are able to collaborate with you and your team, adding value to your business.
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Efficient turnaround times.
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Flexible Paraplanning to meet your needs.
Our Services
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Suitability Report writing
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Investment Fund Research
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Product Research
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Cashflow Planning
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Annual Reviews
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Switch Reports
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Cost analysis
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Financial Advice Audits
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Due Diligence
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Technical Support
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Portfolio Construction
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Full analysis of client circumstances