DH Paraplanning Services
A family run business offering a personal and bespoke paraplanning service
Why Outsource Your Paraplanning?
Paraplanning can be a costly service for an Independent Financial Adviser. As well as the cost of recruiting and retaining a quality paraplanner, the additional regulatory requirements for ongoing training and qualifications can be a burden that you may not wish to carry.
At DH Paraplanning Services, we can take some of the strain. By providing you with a high quality Paraplanning service on an ad hoc basis, you can be confident in the knowledge that all your paraplanning needs can be met without the financial burden.
Paraplanners play a key role in these efforts by enabling the delivery of high-quality advice, timely execution and operational efficiency. With over a combined industry experience of over thirty years, our fully qualified paraplanners are on hand to support you when you need them.
How We Can Help
Bespoke Service
No company’s needs are the same. We can tailor our service to your requirements, giving you a fully flexible service.
More Time For You
Delegating time-consuming technical work and administrative work to paraplanners allows you more time to spend with clients.
Quality Reports
Meeting regulatory requirements while achieving commercial goals, is not easy. By using highly experienced paraplanners, enables you to deliver high quality advice with timely execution and allows smooth operation of your business.
Keep Your Costs Down
Employing your own paraplanners is a costly exercise. By outsourcing this service, you are only paying for a service when it is needed. Our paraplanners can prepare suitability reports, perform research and calculations, while also supporting you with recommendations for your clients.
Wealth Of Experience
All our paraplanners have a wealth of experience in the financial services industry and specifically in the paraplanning field, qualified to at least level 4, as well as updating their knowledge through Continued Professional Development.
Our paraplanning service includes:
Suitability Reports
We use the latest industry leading software to create bespoke suitability reports, or we can use your own templates wherever necessary.
Comprehensive Research
Our research will help to ensure that your client receives the most appropriate advice to meet their individual needs.
Cashflow Modelling
Our Cashflow Modelling service will help to illustrate the level of a clients income and expenditure into the future, including the effects of stress testing
Bespoke Service
We will work closely with you to ensure that we understand your requirements and will keep you informed of the progress of your clients' reports.