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Press ReleasesWealth Management

Paraplanning in action: a case study

By October 31, 2017 March 25th, 2021 No Comments
Press ReleasesWealth Management

Paraplanning in action: a case study

By October 31, 2017 March 25th, 2021 No Comments

We’re very happy to have worked with IFA Magazine recently on a case study explaining how the role of Paraplanners is so vital to the service our Financial Planners provide to clients.  As we approach out 10th anniversary, our team of Financial Planners look after more than 400 individual clients, with over £1.3 billion of funds under advice, and so much of what we do relies on the support provided through the important role of Paraplanners.

To find out more, and see the team, click here.