Outsourced Paraplanning Services

Apex Paraplanning provides an outsourced paraplanning solution for busy advisers who want to spend less time on paperwork and more time building client relationships, business growth and profitability.

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We work to complement your business, working with you as part of your team. Our full support service will help you spend less time at your desk and more time with your clients.

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We produce accurate, highly personalised, well presented research and reports within agreed timescales. In the constantly changing financial services environment, our close relationship with Reality Compliance ensures that our research and reports are compliant and reflect the ever changing regulatory requirements.

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We work in partnership with you, helping you as much or as little as you need and we understand that projects can be complex and diverse. We are happy to use our knowledge and experience to help produce the best outcome for you and your clients whilst ensuring the process is simple and cost effective for you.

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We support your business remotely by making the most of technology. We work with smaller firms, where we will generally provide all their paraplanning support, as well as larger firms who already have their own support teams in place. While the scale of the firms we work with may differ, they are alike in that they all strive to provide a focused and highly professional service for their clients.