At Professional Paraplanners we provide an expert report writing service for Financial Advisers, tailored to your specific needs. We will work with you to ensure that the reports we write are compliant and consistent with yours and your companies requirements, as well as that of your compliance departments. If you use an external compliance service, such as compliance first or Intrinsic/Positive Solutions, we will work with them to provide a compliant and robust report.
We understand that an advisers time is best spent doing what they do best - seeing and advising clients. That's where we can help; whether it's doing all of your suitability reports, your overflow reports or just providing ad-hoc reports when required or a locum service, we can take away the pressure and burden of report writing. Allowing you to focus your time on seeing clients and writing more business.
We work for you, so you can work for your clients.
Contact us for more information on how we can help improve your business.