Welcome to Absolute Paraplanning
We’ve been paraplanning for financial advisers since 2008.
Absolute Paraplanning is a genuinely bespoke paraplanning service providing support and expertise in all aspects of wealth management.
Our service is designed to meet your needs; whether you require research, report writing or anything in between – we will be as flexible as you need.
Absolute Paraplanning will support you by:
- Freeing up more time to spend in front of your clients
- Helping your business to achieve a streamlined, process driven service
- Retaining your own identity by adapting work to suit your company style
- Enabling you to pick and choose the level of support you require
- Offering fresh opinions on how to meet your client objectives
- Developing a close partnership to meet your firms’ objectives
- Providing a cost-efficient alternative to employing staff
We’re proud of the established reputation gained in supporting our clients.
We were introduced to Heidi back in 2020 from a Chartered Planner at another firm who had mentioned her great service. Over the last 2 years we have been using Heidi, we have found her to be extremely diligent, very flexible to our needs and highly knowledgeable. She is also very reasonably costed, and, in our case, we have ceased using any other firms as no one matches her consistency and ease of dealing with. We think she is awesome and highly recommend her service.
Paul Harsum FPFS, Aretian Wealth Management
We have been dealing with Heidi for many years now and I’m impressed with the service, a great addition to our business. Quick, knowledgeable and client friendly reports. Thank you.
Ben Whatnall, DipPFS, Cert SMP (ER) – Fortuna Financial Planning Limited
We regard Absolute Paraplanning as an integral part of our company structure. We always find Heidi to be knowledgeable, thorough, detailed and up to date with regulation change.
Colin Tate, DipPFS, EFA – Director at PP Wealth
To have a fresh pair of eyes on my cases and to have an additional source of technical information is invaluable to my business and the quality of the research and reports are second to none.
Gary Fulcher, DipFA – Kimbolton Financial Planning
We want to complement your existing team and develop long standing relationships with everyone involved in your business, and our work is presented in your own style and image. If we feel a different approach could be considered in meeting your firms or client objectives, we won’t be afraid to offer our thoughts.
We stay involved in each individual case until you and your compliance team are wholly satisfied with all the paperwork – our job is to produce compliant solutions for your firm.