About you

If you’ve landed on this page, it’s probably because you’re interested in outsourcing, but have some questions about how it could work and whether it will be right for your firm. We have just one question; does your firm give financial advice? If so, then our answer is yes – we can help!

The flexibility of our services, and the scale and breadth of experience across our team, means that we are able to support financial advice firms, of all shapes and sizes, in a wide variety of areas. That is why our services are designed to be flexible and bespoke, allowing you to choose as much or as little support as you need.

If you're a small business...

We’ll grow with you, scaling up our support as and when you need us to. We can even be a sounding board, providing advice based on our experience, and assistance to help you grow.

You may find that a small team means that your variety of expertise and levels of productivity are not yet where you want them to be. We’re able to plug those gaps, and we’re able to do so immediately.

If you're a large business...

You will already have some in-house support, but may be struggling to increase this at the rate you need, or to be able to cope with sudden increases in workload?

Our services offer an alternative to the resource-intensive recruitment process, with our team able to provide that additional resource to your existing structure, working with your documents, templates and systems to quickly become an extension of your own team.

Nationals & Networks...

For firms with more than 25 advisers or networks, we are able to provide an extra level of bespoke support, from integrating into your operational meetings to providing your own branded version of our case management system.

Get in touch to have a chat about how we can help you.

Why outsource?

There are many benefits in outsourcing but of course, we would say thatI Many of these are enhanced when it comes to outsourcing your paraplanning, simply due to the sheer lack of paraplanners that are available to bring in house. Some of the key advantages are:

Access to a wider range of experience.

No hiring costs.

Flexibility for busy times.

Lower physical overheads (eg. office space).

Already fully trained.

No holiday pay, sick pay or void periods.

No HR or H&S issues.

We have our own equipment.

Despite the many benefits to outsourcing, we know you’ll have key questions that are running through your head right now:

Will it work for my firm and its unique approach to planning?

 We work with over 150 firms ranging from one-man bands to large networks. We adapt to their preferences, complexity and way of working. We can do the same for you.

Will it affect the relationship we have with our clients?

We can be the cog that makes your client interactions seamless, being their first point of contact, or we can be an invisible resource that they never know exists, and they just get the benefit of incredible service from you. It’s entirely up to you.

What about data security? How do we keep our clients' data safe?

Believe us, we don’t want to get our knuckles rapped on this any more than you do. Here’s a document detailing our data security. In summary however, your clients are just as important to us as they are to you and we will do everything we can to keep their data safe.
View here

These are just a few of the questions we frequently get asked by new clients, but if you have any other questions, be sure to check out our FAQs.

Want to know more about our services? Get in touch with our friendly team – we love to talk.