ABOUT US

We offer a flexible and bespoke paraplanning service, providing high quality research and tailored suitability reports to suit your businesses requirements. As a company we provide outsourced paraplanning services for a range of financial advice companies.

We specialise in retirement, investment, protection and Inheritance Tax planning. In addition our team includes a defined benefit transfer specialist.Our aim is to provide you with all the benefits of having an employed paraplanner, with added flexibility and resource.

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WHAT WE OFFER

UNIQUE FEE STRUCTURE

Fixed fees, so you know exactly what you will pay for the services provided

EFFICIENT PARAPLANNING SERVICES

A maximum 5 working day turnaround time

PARAPLANNING AROUND YOUR PROCESSES

We work to your business processes and requirements

why outsource

  • An unlimited paraplanning resource whenever you need it.
  • Transparent fees.
  • A knowledgeable team to help with any area of financial planning you require.

Reviews

" I have been using Mark and Parafficient's services for around 12 months now. Since this time he has delivered a high quality and extremely efficient paraplanning service to us. Mark is very responsive and flexible in his approach to suit the needs of our business and clients. His technical knowledge is excellent as is the standard of his work, which gives me the utmost confidence in the advice we deliver. I would have no hesitation in recommending his services to others looking to improve their paraplanning function."

Adam Rideout, Principal Partner at Foster Denovo

" We are so pleased with the work you have completed for us so far. You are very easy to communicate with and quickly produce reports for us. There were a LOT of outsourced paraplanners to choose from and from our point of view we feel like you’re a great fit for us."

Emma Warren, Head of Private Client Support at Goddard Perry

" We started working together in July 2020 and I am very pleased with how it has gone! You have helped me complete cases I would not normally have done. You are so easy to work with. Thanks for all the help - long may it continue!"

Ben Charkin, Partner at Foster Denovo

Parafficient provided us with paraplanning support during 2022, and we have been delighted with their work. Their technical knowledge is excellent, and they are a pleasure to work with.

Chris Jewson, Operations Manager at Astute Private Wealth

Contact Us

    Get in touch with our Consultants.

    We specialise in retirement, investment, protection and Inheritance Tax planning. In addition our team includes a defined benefit transfer specialist.

    Contact Us
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    Contact us