Facilitators of Freedom
for wealth and Mortgage advisers....

Connect, Collaborate, Unite

Out of this world

support for all advisers, planners and brokers...

Directly Authorised... Network...We have your back!

Annual Servicing sorted with
Wealth Connect

Annual review support service to ensure you meet all of your regulatory requirements to exceptional standard.

Pay per client per month to cover all servicing needs.
Make your business Consumer Duty friendly and provide increased consumer value.

Hourly Rated Support or all-in fee: Mortgage Connect

All-in service for mortgage applications. Fixed one off-fee per mortgage application including:

Obtaining client documentation
AML & compliance checks
Checking bank statements & pay evidence
Factfind and back office maintenance and updates
Mortgage sourcing
Illustrations / KFI
Full Application to Lender
Mortgage Suitability Report
Lender/Solicitor chasing to completion

Extra services from our Connected partners

Design & Branding
Website & Marketing
Human Resource Management Operational and Practice Mgt
Template Creation
Income Reconciliation
Legal & Conveyancing Services
Compliance & Regulatory
System Integration/Migration
Platform Due Dilligence

Use our scorecard to see if you are nailing it, or if your admin is floating around in space

Awards & Accreditations

Are you ready to get on top of your client servicing? Talk to one of our team at eParaplan Connect today