Eparplan paraplanning case

Why we’re not your average paraplanning firm

At Eparaplan the way we work and what we provide is a unique bespoke service to rely on. We become part of your business and support you throughout the growth of your journey. We don’t just provide one-off, transactional reports, we’re there, every step of the way.

During the current climate, it’s still very much business as usual for us. Our whole team are busy #WorkingFromHome, working together and providing our quality service as normal, whilst being fully supported by Eparaplan as a business, so we can continue to provide our skills and services despite the recent changes.

Not only are we completing admin and paraplanning as normal for our advisers, but we’re now also working with them to help them become more efficient and assisting them throughout this strange period with encouraging working on new processes for advisers to continue to work and see their clients, which includes establishing virtual communication systems, virtual processes etc – it’s very much business as usual at Eparaplan!

We really are different.

We provide a full proactive bespoke designed service. We don’t just write reports – we are our adviser’s administration and paraplanning service – a head office for their business if you will. We don’t provide an overspill service to be there now and then, we produce a strong and reliable head office environment that allows us to fully support our adviser firms 100% to grow their business and to complete their admin and paraplanning without the need of hefty wage bills to pay to admin teams, although some advisers do have teams – we just integrate with them to support the business further.

We offer the full package with our knowledgeable team at hand to support and help you and your business to grow. So we are as efficient as possible we work with the Standard International team to ensure the best of best in processing and each member of our team is working on, or towards, The International Paraplanning Standard. 

Get in touch today! 



Stay home, stay safe!

Michelle & The Team Eparaplan

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