South Leicestershire based Assured Paraplanning provides technology driven advice solutions to financial advisers across the UK.  Our paraplanning service is brought to you over the internet and telephone which means our overheads are lower and our service competitive.  Every client of Assured Paraplanning is allocated an individual paraplanner who is always on call to deliver technical support and complete work for you on time and as promised.

 

​Assured Paraplanning Ltd was founded by a Paraplanner and Financial Adviser, who began their career in Financial Services in January 2001. Assured Paraplanning is proud to have their Paraplanners Diploma Qualified, with many also holding certificates in Long Term Care, Equity Release and Mortgage Advice. Assured Paraplanning's many years of experience and vast array of qualifications can add real value to your business, wherever you are in the UK.

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Here at Assured Paraplanning, we use our technical knowledge and experience to provide an advanced paraplanning service to financial advisers and financial planners. We understand the importance of compliant reports, having worked under many strict compliance regimes

previously. We also understand the importance of client friendly reports and conveying the right message to your clients. The key to Assured Paraplanning is our excellent technical skills and paraplanning experience coupled with our personal insight into the demands on an adviser's time to build and nurture client relationships, while producing compliant, well documented advice.

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At Assured Paraplanning we aim to work in partnership with you and become an integral part of your team – an extension of you as the adviser to enhance and complement the service you already provide. We take care of the paraplanning side of things, leaving you to concentrate on your clients.

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At Assured Paraplanning we do not charge a retainer, giving you discretion on how you wish to use our services.  Our rates are discussed in more detail on our charges page.

 

Like you, we recognise the importance of fostering strong relationships with our clients and can arrange face to face appointments for initial consultations.  

 

Please contact us to discuss your needs.