About You - Para-Sols

You may be wondering whether we are able to support you and your firm. We have just one question; does your firm give financial advice? If so, then our answer is yes – we can help!

The flexibility of our services, and the scale and breadth of experience across our team, means that we are able to support financial advice firms, of all shapes and sizes, in a wide variety of areas.

But the main thing we know is… you’re not all the same.

That is why our services are designed to be flexible and bespoke, allowing you to choose as much or as little support as you need.

We’ll grow with you, scaling up our support as and when you need us to. We can even be a sounding board, providing advice based on our experience, and assistance to help you grow.

You may find that a small team means that your variety of expertise and levels of productivity are not yet where you want them to be. We’re able to plug those gaps, and we’re able to do so immediately.

Find out how we can support you.

You will already have some in-house support, but may be struggling to increase this at the rate you need, or to be able to cope with sudden increases in workload?

Our services offer an alternative to the resource-intensive recruitment process, with our team able to provide that additional resource to your existing structure, working with your documents, templates and systems to quickly become an extension of your own team.

Find out how we can support you.

For firms with more than 25 advisers or networks, we are able to provide an extra level of bespoke support, from integrating into your operational meetings to providing your own branded version of our case management system.

Click the link below to receive a copy of our network-specific brochure, and have a chat about how we can help you.

Click here to download the brochure.

Tell us about you.

Get in touch with our friendly team to find out how we can support you.

Click to here to book a chat in with Dwight, our Client Relations Manager.

© Para-Sols 2021. All rights reserved. Para-Sols is the trading name of Paraplanning Solutions Ltd. Registered in England & Wales at Whessoe Technology Centre, Alderman Best Way, Darlington, DL1 4WB / No: 07636912.