AAB Wealth have had a relationship with Para-Sols stretching back to the very early days of our business. We particularly like the way that Para-Sols can adapt their reports to our own template designs and branding and the very well thought out way client reports are structured. We have a lot of confidence in their ability to produce reports that are not only fully compliant, but also client friendly and easy to read.
I have found Para-Sols to be efficient, friendly and effective. Cathi Harrison is building an strong paraplanning solution for financial planners; I can recommend them.
We started using Para-Sols back at the end of 2014 and we are very happy with the service provided. We mainly use the recommendation report service; having obtained reports on a wide range of recommendations, we have been impressed with both the presentation and the quality of the documents provided and would have no hesitation in recommending their services.
As a sole practitioner I find having a paraplanner of great value. It releases valuable time, up to an extra day a week, which can then be used to engage with more clients which is what the job is all about and gives me more earning potential.