Welcome to
Assured Paraplanning
Providing specialist paraplanning support to IFAs
Do you need more time to see your clients?
Are you overloaded with administration and report writing?
Are annual reviews taking up too much of your time??
Then Assured Paraplanning are here to help!
How Can Assured Paraplanning Help?
Have more time to see clients and increase your sales
Spend less time on paperwork and more time with clients building and sustaining relationships.
Have all of the benefits of your own paraplanner without having the fixed cost of employing an in-house paraplanner (where you still need to pay their wages even when business is slow)
Have access to experienced, highly qualified individuals wherever you are based in the UK
Outsource the production of Annual Reviews
INTEGRITY & HONESTY
We aim to create happy & stress-free advisers by helping them deliver the right solutions for their clients and freeing up their valuable time
Solve clients’ problems by providing a first class service, accurate & on time, to go the extra mile to satisfy client needs
TESTIMONIALS
“Assured Paraplanning has always shown perfect professionalism and integrity in dealing with our requests for assistance in paraplanning and recommendation report writing. We very much appreciate their attention to detail and the very expedient way that they respond to our requests for assistance. I wholeheartedly recommend their services to any Firm requiring their help”
– Clear Sky Financial Services, Leicester
“We asked Assured Paraplanning to help us with some of the more technical elements of a
revised annual review report. Not only did they grasp what we were looking for very quickly,
but has subsequently delivered what we needed when we needed it for multiple clients each
month without fail and has integrated their role into the overall review cycle seamlessly. 5/5!”
– Chevening Financial Services, Sevenoaks
