Flexible Paraplanning Solutions for Financial Advisers
We offer an extensive range of Paraplanning Services including:
Suitability Reports
Valuation/Portfolio Summaries
Product and Provider Research
Fund Analysis & Reports
Preparation of Files
Liaising with Providers
Every client case and Adviser procedure is different so we can tailor these services to your preference.
We are based in Surrey but work on a remote basis. We work generally on an hourly rate basis but are happy to provide bespoke services.
Our turnaround will vary depending on the work done, but generally if all information has been provided/gathered, we will endeavour to have work completed within 5 working days or earlier.
Copyright © 2014 Paradox Services, 35 Newsham Road, Woking, Surrey, GU21 3LA
