Outsourced paraplanning support for financial advisers
Para-Pal provides dependable outsourced paraplanning support for advisers across the UK, helping firms deliver clear, compliant and well-researched recommendations without the burden of late-night report writing.
Helping advisers reclaim time, reduce pressure and improve momentum
Many advisers find themselves writing suitability reports late into the evening after a full day of client meetings.
As workloads grow, report preparation, research and admin can quickly become a bottleneck, slowing case progress and creating unnecessary pressure behind the scenes.
Para-Pal was created to remove that pressure by providing dependable paraplanning support that helps advisers:
- Free up valuable time
- Reduce compliance queries
- Improve case turnaround
- Scale without hiring internally
See the difference outsourcing can make
Outsourced paraplanning support across a wide range of advice cases
Our outsourced paraplanning support covers a wide range of financial planning cases, helping advisers deliver clear, compliant and well-researched recommendations.
Pension Advice
- New Pensions
- Pension Switching
- Drawdown Cases
- Long-Term Care
- Annuity Research
Investment Planning
- ISA Transfers
- New Investments
- Portfolio Switches
- DIM Research
- Annual Reviews
Technical Support
- Cashflow Modelling
- IHT Planning Research
- Whole of Market & DIM Research
- Product Comparisons
- Back-Office Recommendations
A simple, dependable extension of your advice process
Send over the case
Share your client information, objectives and any existing provider details or research requirements.
We complete the technical work
We support with research, suitability report preparation, comparisons and technical paraplanning tasks.
You stay focused on clients
With the technical side supported, you can spend more time advising, building relationships and growing the business.
Reliable paraplanning support, without the overhead of hiring in-house
Whether you need support with individual cases or ongoing outsourced paraplanning, Para-Pal helps advisers work more efficiently and deliver recommendations with confidence.
Experience you can rely on
Lauren Rashid
Bsc (Hons) Financial Planning, DipPFS
Para-Pal is led by Lauren Rashid, a qualified financial planning professional, graduated at the top of her class with a first class BSc (Hons) in Financial Planning and multiple CII qualifications including AF7, AF8 and AF6.
With experience supporting advisers across a wide range of pension and investment cases, Lauren founded Para-Pal to provide dependable paraplanning support that advisers can trust.
Advisers considering outsourced paraplanning may wish to review our outsourced paraplanning due diligence checklist, which outlines the key areas typically assessed when selecting a paraplanning partner.
Contact Us
Whether you need support with a single suitability report or ongoing paraplanning capacity,
Para-Pal is designed to integrate easily into your advice process.