Let us help you grasp the post-RDR potential with both hands!


With the impending implimentation of RDR and the likely reduction of the number of IFA's in the market there are opportunities like at no time in the last 50 years for the advisory community - the question is, can you get your share of it?

Time - the longstanding enemy of advisers everywhere. Opportunities are out there, just waiting to be had, but you are tied to a desk doing research and writing reports, when you should be out there, doing what you do best - growing your business. 

So what to do about it? Hire a dedicated Para-planner - with all the expense and the fixed cost that entails? Go to one of the freelancing firms out there - contracted in, usually with a retainer, paying an hourly rate which is like writing a blank cheque, and the quality of which is sometimes debateable? 

Or do you come to us? We work on a fixed cost basis, cost free amendments, only the best quality REAL paraplanners who's work is tested and checked before we use them.

Why not drop us an e-mail or give us a call to find out how we can help you drive your business forward, and cut you free from some of the tedious red tape.

Latest News

  • 11: May:2012 -

    Two new services are now on offer at a fixed fee - Case checking, and complaint handling/management  - see the Solutions Tab for more details

    11: May:2012 -

    The forum is currently offline due to Spam, and the interim worflow solution is now live for our Paraplanners - the final version will go live shortly as soon as our dedicated webserver is up and running, and the programming has finished on the new system, which will provide MASSIVE benefits to both Advisers, and paraplanners, and will be both unique and Industry Leading - more on that nearer the time.

    23 : Feb:2011 -

    The new improved website now has a fully functional forum, providing a repository for data, example text and knowledge and advice for our paraplanners, and a collaborative space for all parties.

    5:Dec:2010 -

    The much awaited new-look website is now live. And we think is a much better reflection of what we offer to our clients.