Our process

When you join Para-Sols you become a member of our club - a club that is designed to support you, your business and your future plans. Each of our packages give you access to a specific service, along with your own dedicated team, for a monthly fee.

By becoming a member, you will also get access to a hub of expertise and brilliance. Every hub has a range of paraplanners, all with varying levels of qualifications and experience. Leaving you to do what you do best, advise your clients. You will come to know your hub and they will become a part of your team, as they become more and more familiar with your needs, preferences and quirks (come on, we all have them).

Our paraplanners are supported by a team of senior administrators, a Chartered head of paraplanning and a client relations team, as well as the wealth of knowledge and experience from across the group (in compliance, training and general finance acumen). A smaller team, within a larger group. The best of both worlds.

The important bit.

Paying for our services could not be simpler.

You’ll be invoiced at the end of each month. You are not tied into a contract, and you can stop your membership at any time.

As part of our club, you can be confident you will be accessing some of the most experienced, qualified and dedicated paraplanning and administrative support services around. We cap our member numbers, to ensure we are able to maintain our agreed service standards and ensure we can fully get to know you, your firm and your clients.

Sounds good right?

Well, it couldn't be simpler to get started...

Download our
brochure

Chat with a member of our friendly team

Submit your first
case!

(Full information about trial cases can be found in our brochure)