Plug In Paraplanning Since 2002

We work with financial advisers to help clients make sense of their money. Working side-by-side with business owners, financial planners, advisers and in-house paraplanners, we plug in our outsourced paraplanning services, sharing ideas and insights through research, analysis and reports.

Who We've Worked With

In Their
Words

“Working with The Paraplanners made such a difference to me and the team; we drew so much reassurance from knowing that our clients and the advice we give them benefits from the second check your team gives it.”

Shona Barr

Affinity IFA (now Progeny)

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“The Paraplanners are a highly valued extension of our team, delivering dependable support and technical expertise. Their guidance gives our advisers added confidence, provides a reassuring sense check, and helps us make the most of our time.”

Jake Bernadi

57 North

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“Working with The Paraplanners made such a difference to me and the team; we drew so much reassurance from knowing that our clients and the advice we give them benefits from the second check your team gives it.”

Shona Barr

Affinity IFA (now Progeny)

Read MoreRead More

About The Paraplanners

5

Office dogs

145++

Years experience supporting financial advisors

210++

Financial advice firms supported across the UK

Our Latest
Updates

Our latest News & Information, plus our guidance on navigating any changes to UK financial law.

Browse our blog

Vulnerability Matters: A Joint Perspective 

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State & Minimum Pension Age changes might hit some clients twice

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Three arrivals and a promotion: team news from The Paraplanners

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Consideration and clarity: ideas to enhance communication with vulnerable clients

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