About Us
SuRe Paraplanning - A flexible paraplanning resource
Whether you need someone to help you through a tight timescale or you need help on a more regular basis, we offer a professional paraplanning service to meet your individual needs without you having to commit to regular outgoings. The service we offer is on an ad hoc basis and you only pay for the work when it’s completed.
Key Benefits of using our outsourced paraplanning service
- Free up your time to service existing clients and generate new business
- Access to qualified/experienced paraplanners to complement your existing team
- Professional and easy to understand suitability reports
- No additional recruitment costs, salary, sickness, holiday pay, pension contributions, national insurance, employee benefits, training and development etc.
- Pay on completion of the case
Services We Offer
Our Services include (but are not limited to):
- Writing suitability reports
- Product and provider research
- Annual review service
- Pension transfer analysis
- Defined Benefit TVC/APTA reports
If you have a specific requirement that is not detailed above, please contact Sue or Rachel to discuss further.
Why Choose SuRe Paraplanning?
We are an established business, with over 50 years of working in the financial services sector and 20 years as outsourced paraplanners. We have experience of dealing with various advisers, adviser networks and their compliance areas.
We aim to form long-term, mutually beneficial relationships with our clients.