PARAFFICIENT

We believe there is a need for high-quality paraplanning on a flexible basis. Companies are taking a step away from in-house paraplanning services with the associated costs and inconsistent workloads.

Since 2020 we have been providing a flexible and bespoke paraplanning service to companies across the industry.

We are paraplanners, not just report writers, meaning we provide high quality research and tailored suitability report to suit your needs. We believe the real value in paraplanning comes from offering alternative solutions that can help meet your clients objectives.

We specialise in all areas of financial planning, including retirement, investment, protection and Inheritance Tax planning.

Our aim is to provide you with all the benefits of having an employer paraplanner, with added flexibility and resource.