Plug In Paraplanning Since 2002

We work with financial advisers to help clients make sense of their money. Working side-by-side with business owners, financial planners, advisers and in-house paraplanners, we plug in our outsourced paraplanning services, sharing ideas and insights through research, analysis and reports.

Why Work with us

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Our research, analysis and report writing services plug seamlessly into your business.

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Our team has knowledge on a wide variety of advice areas and can apply this to the work we do for you.

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Our tried and tested methodology and processes plug in so you don’t have to invent your own.

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Our support is designed to improve the quality of your services without compromising on efficiency and client outcomes.

A Letter to Our
Future Clients

Contact Us

Hello,

Choosing the right paraplanning partner is a major step for your firm. Since 2002, we’ve built our reputation as a trusted, collaborative partner for financial advisers and planners - from sole practitioners to large national practices.

While we certainly lighten your workload, our real value lies in elevated technical support. Think of us as a vital second pair of eyes: providing reliable sense checks on complex cases and drawing on deep industry experience to help deliver exceptional outcomes for your clients.

We don't try to be everything to everyone. Our priority is ensuring we can genuinely add value to your unique advice process - and if we’re not the right fit, we’ll gladly point you in the right direction.

Take a look below to see what our clients say. When you’re ready, let’s set up a quick intro chat to see how we can support you & your team.

Shannon Stazicker

Operations Manager

Who We've Worked With

What Our
Clients Say
About Us

The Paraplanners are a vital part of the team, delivering a personalised service and they consistently go the extra mile to produce clear, compliant, client-focused reports. Their support has helped our business thrive.

Nanette Strover

Hubert Child

The Paraplanners add an additional level of both expertise and hands on support to our team. They are always on hand to help our team with any challenging technical queries. They not only provide direct support with paraplanning tasks when we have capacity restraints, but they are also a great resource for helping us train and develop our team. They are essential for our growing business and give us a greater confidence in the work we are delivering.

Jade Chambers

Pacem Advisory

“We've worked with The Paraplanners since 2002 and they have become a valued extension of our team. Their support has played a key role in improving our efficiency and the quality of service we provide to our clients. Reliable, highly knowledgeable and consistently professional they have helped us streamline our processes significantly. We would have no hesitation in recommending them.”

Harry Johnstone

Johnstone & Co

“To have complete trust in a professional connection that’s so deeply integrated into our systems and processes was a key, if not the key, reason we ran such an efficient business.”

Dave Lamb

Gibson Lamb (now MKC)

“The Paraplanners are a highly valued extension of our team, delivering dependable support and technical expertise. Their guidance gives our advisers added confidence, provides a reassuring sense check, and helps us make the most of our time.”

Jake Bernadi

57 North

About The Paraplanners

24

Years providing outsourced paraplanning

145+

Combined years experience supporting financial advisors

210+

Financial advice firms supported across the UK

Our Latest
Updates

Our latest News & Information, plus our guidance on navigating any changes to UK financial law.

Browse our blog

Vulnerability Matters: A Joint Perspective

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State & Minimum Pension Age changes might hit some clients twice

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Three arrivals and a promotion: team news from The Paraplanners

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Consideration and clarity: ideas to enhance communication with vulnerable clients

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