What we do

Working in partnership with financial planners and advisers, we pride ourselves on being a business support unit, providing you with access to a wide range of support services.

There is no one-size-fits-all, and we know that. Our range of services are carefully designed in a way that allows you to pick and choose those elements that are needed to complement your business model and captilise on your existing resources.

Paraplanning

Our most in demand service is paraplanning, which is the core of what we do. Our paraplanning support is designed to be flexible and to offer you as much or as little support as you need.

You can opt for our end to end paraplanning, including data gathering and research. Or you can opt for just the report and supporting documents. This will vary from firm to firm, and case by case, and any request can be easily managed by the team.

We’re often asked if there’s any areas of advice we are unable to support – and the answer is no! With the full range of qualifications and experience available across the team, there is nothing that we cannot help you with, and we love to chat through a case and get stuck into the nitty gritty detail with you.

Paraplanning

Our most in demand service is paraplanning, which is the core of what we do. Our paraplanning support is designed to be flexible and to offer you as much or as little support as you need.

You can opt for our end to end paraplanning, including data gathering and research. Or you can opt for just the report and supporting documents. This will vary from firm to firm, and case by case, and any request can be easily managed by the team.

We’re often asked if there’s any areas of advice we are unable to support – and the answer is no! With the full range of qualifications and experience available across the team, there is nothing that we cannot help you with, and we love to chat through a case and get stuck into the nitty gritty detail with you.

Administration Support

In addition to supporting the paraplanners, our administration team is available to support advisers in any admin tasks; whether or not they are case specific.

This can be to do with the processing of authorities, submitting and chasing through new business, or general admin related to running a busy business!

Custom built. For you.

After a number of years working within the constraints of market leading project management systems, we decided to build our own.

Our Rise platform is a proprietary system, created by our programmers, specifically to support our case submission process. Submitting cases through the site is simple and provides you with complete transparency on the status of your reports and the associated costs.

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© Para-Sols 2017. All rights reserved. Para-Sols is the trading name of Paraplanning Solutions Ltd. Registered in England & Wales at Beehive, Lingfield Point, Darlington, DL1 1RW / No: 07636912.

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