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Analyzing Graphs

Outsourced Paraplanning Support

Providing outsourced paraplanning and financial planning support services to create more time for busy financial planners.

We offer a range of solutions to save advisers time, and ultimately increase their earning power and profits.
Providing support throughout our paraplanning services with quality and timeliness at the forefront of our operations, our aim is to get your business issued with the minimum of fuss.

Have all of the benefits of your own paraplanner without having the fixed cost of employing an in-house paraplanner.

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An Advanced Paraplanning Service

Para-Support was founded by Sundeep Sindhu who after many years of working as paraplanner decided to use his technical knowledge to provide an outsourced paraplanning service to financial advisors and financial planners. Sundeep understands the importance of compliant reports, having worked under many strict compliance regimes himself. He also understands the importance of client friendly reports and conveying the right message to your clients. The key to Para-Support is Sundeep's excellent technical skills and paraplanning experience coupled with his personal insight into the demands on an adviser's time to build and nurture client relationships, while producing compliant, well documented advice.

At para-support we aim to work in partnership with you and become an integral part of your team – an extension of you as the adviser to enhance and complement the service you already provide. We take care of the paraplanning side of things, leaving you to concentrate on your clients.

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What make Para-Support special?

  • Sundeep has a range of financial planning and investment qualifications including the Level 4 Diploma in Regulated Financial Planning and is on his way to obtaining chartered financial planning status

  • Over 8 years experience as a paraplanner

  • Flexible service, tailored to you

  • A wide range of  financial planning areas covered such as Investments, Pensions and Financial Planning

  • Additional specialist knowledge of Trusts, charities and clients in the medical profession

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OUR SERVICES

Discover Our Expertise

Stock Market Data
Businessmen
Meeting

Compliant Suitability Reports

Individually tailored to your needs

In depth experience in a range of areas, including pensions, investments, tax efficient investments and estate planning 

Expert Guidance

 Cash flow analysis, Tax calculations, Forecasts and other Ad Hoc Paraplanning Support 

Comprehensive Assistance for Financial Planning firms.

CONTACT US

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