Description:
The role of a modern-day paraplanner goes far beyond the traditional research, analysis, and preparation of financial plans and recommendations. As Chartered Paraplanners, we bring over 12 years of experience in the industry, working closely with advisers and addressing issues such as financial modelling, compliance and regulation, workflow management, client communication, and in-depth analysis.
List of Services:
Report Writing
Paraplanning Research and Analysis
Number of Employees:
1
.png){kind=logo}
.png){kind=logo}
Our Network
