What?

Paraplanning.

This is where it all began and remains our core offering. We’ve worked hard over the last 12 years to develop and refine this, and will continue to do so in the years to come. The philosophy with our paraplanning service is to give you the feeling of having another paraplanner in your team; they just happen to be based elsewhere in the country.

We have templates, systems, software and ideas that you are welcome to tap into. Or we can work within your existing framework entirely, slotting in to exactly what you do. We train our own paraplanners through The Grad Scheme, and have a huge variety of knowledge and experience across the team.

Annual Suitability Reviews.

The introduction (by MiFID II) of assessing suitability for your advice each year requirement (at least), along with more robust cost disclosure, quite quickly proved to be a bit of a headache for many advisers. Obtaining accurate costs in particular has been a frustration, along with a lack of clarity on exactly what needs to be provided to clients, and when.

Our ASR service therefore provides a simple way to meet these obligations. As this is needed for all clients, we work on a fixed monthly fee, get a timetable of which clients require a review and when, and set up the whole process to automate and streamline your annual suitability assessments.

Specialist Support.

At Para-Sols we understand that each advice business is unique, and will have their own preferences. Some are keen to outsource as much as they can, others prefer to keep things in-house, and others work on a hybrid model.

Over the years we’ve built additional support for firms outside of our core paraplanning and ASR services, to help share our expertise to enhance your business further. Click to read more about existing services, or get in touch if there’s anything else you need – we’re pretty helpful and can usually find a solution for your problem.

Additional Support.

One of the key differentiators of Para-Sols to other paraplanning companies is that it is part of The Verve Group, which means it can draw on the expertise and resources of a number of other companies and experienced individuals.

Find out a bit more about The Verve Group and how its backing helps Para-Sols deliver an unparalleled paraplanning service to advice firms, across the whole of the UK.

Want to find out more?