Paraplanning Services

We work with national IFAs, small businesses, directly authorised and network members and we specialise in research and report writing on pensions, investments, protection.

Our work is always presented in your own firms’ style and image. We can even use your own research systems and compliance processes to achieve a streamlined, process driven service. So, you get the full benefits of an in-house paraplanner without the added bother of employing one.

Our paraplanning service includes:

Paraplanning for IFAs in Hertfordshire

Assessment of existing financial plans/funds

Paraplanning research and report writing

Research and due diligence (using your systems or our own)

Paraplanning for IFAs

Financial Planning Reports

Paraplanning support services in Hertfordshire

Annual review letters

We don’t have upfront or ongoing/retainer charges

You pay for what you use on a case-by-case basis. And by only paying for our service when you need it, you’ll be minimising your costs!

Drop us an email and we will be happy to send you our full menu of services.

Heidi at Absolute Paraplanning has been providing HBB with outsourced paraplanning support since June 2018. Heidi has assisted us in conducting product/provider research and producing high quality, detailed and fully compliant suitability reports for investments and pension switching /consolidation purposes. Her technical input and expertise have been invaluable and have freed up more time for us to carry out more direct client facing work.
Lawrence Watts, FPFS – HBB Wealth