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20 Albert Road, BH12 2BZ Poole, Dorset  Show map  Hide map

Show me directions to South Coast Paraplanning

financial advice freelance Coast outsourced Paraplanning Freelance Paraplanner Outsourced Paraplanner

Business profile

Based in Dorset, South Coast Paraplanning offers a bespoke Paraplanning service to IFAs nationwide. Our Paraplanning is completed on a 'Fee per Case' basis, so you know the costs of the work upfront, with no hidden extras. All work will be tailored to your firm's preferred style, and in line with compliance procedures as set by your company or network, allowing you more time to focus on your clients. We can be involved in the process as much or as little as you decide, from a full research service, to simply compiling a concise and compliant Suitability Report. Reports can be constructed using your internal templates if required, incorporating your logo and company branding.

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