Who are we?
A complete client servicing support for wealth and mortgage advisers; we do far more than JUST paraplanning!
We work to save you valuable time and money by completing all admin and paraplanning tasks, preparing regular review pre-meeting packs, booking your reviews into your diary, completing post-meeting paperwork as well as running your back office processes and systems, so you can focus on nurturing your client relationships, grow your business and even enjoy some free time along the way!
What do we do?
We are everything and everyone you need to manage your client's regular servicing needs
A team of experienced financial services individuals with a passion for bringing calm to financial advisers' chaos!
We do all of the chasing, waiting, calling, reporting, researching, servicing and on-boarding for you.
Why? Because you don’t have time to waste getting stuck in paperwork.
Why? Because you should be meeting your existing clients and developing new ones.
We have the time, it’s what we do, we give you the time and tools to focus on developing client relationships and to work on your business. It’s working smarter with less worry.
How does it work?
Process and preparation
When we begin working with a new adviser firm, there is a standard embedding period of 3-6 weeks – dependant on capacity levels.
During this time we will work with you to understand your business in full through a full operational mapping meeting.
We then prepare a plan and agree timescales as well as the subscription cost to provide services.
Want to know more?
CEO & Founder
“We want our advisers to feel comfortable to rely on us to manage and nurture their clients regular servicing needs.
To trust us to complete all operational and
technical tasks using the eParaplan ‘best practice’ process, whilst providing value by finding opportunities for growth within their existing customers and delivering best business practice standards and efficiencies”
CEO & Founder