Welcome to Compound Paraplanning...
Taking care of your reports, research & analysis.
We help Financial Planners and Advisers focus on what they do best while we take care of the time-consuming and complex administrative tasks of preparing financial plans and reports.
Our business aims to bring your elements together into a single service.
Outsourcing Paraplanning can offer several benefits to financial planning firms, from report writing to research and analysis.
Our mission is to empower Financial Planners and their clients with the knowledge and tools they need to make informed financial decisions. We strive to provide our clients with the highest quality paraplanning services and to deliver accurate, objective, and unbiased financial plans and reports. We are committed to building long-term relationships with our clients, based on trust, integrity, and professionalism.
So, why choose Compound?
Increased Effciency
Paraplanners are highly skilled professionals who can assist with a wide range of tasks, including data gathering, investment research, report writing, and compliance support.
Cost Savings
With outsourcing, Financial Planning firms can access our highly skilled professionals on a project basis, without incurring the costs associated with recruiting, training, and retaining staff.
Specialised Expertise
We have a team of highly skilled and experienced Paraplanners who have expertise in specific areas, such as retirement planning, investment analysis, or risk management.
Learn more about how Compound Paraplanning can help your business
I am thrilled that you have taken the time to consider working with us
I have been working in the financial services industry since 2011 and I have seen first hand how important it is for Financial Planners to have the support they need to provide their clients with the best possible service. That is why I set up this business – to provide a reliable, high-quality Paraplanning service that allows Financial Planners to focus on their core business.
Having worked as an Adviser Assistant, Paraplanner and Paraplanning Team Leader/Technical Manager within directly authorised firms, I understand the benefits of having Paraplanners embedded within the business. Our goal is to be able to replicate this in a way that is affordable and flexible for you.
Richard
Richard Jennings APFS
Paraplanner & Director - Chartered Financial Planner
I am thrilled that you have taken the time to consider working with us
What I believe sets us apart is our dedication to providing an outsourced service (and all of the benefits that come with that), but in a way that makes us appear as close to being in-house Paraplanners as possible. Having worked as a Paraplanner and Paraplanning Team Leader within directly authorised firms, I understand the benefits of having Paraplanners embedded within the business. Our goal is to be able to replicate this in a way that is affordable and flexible for you.
Thank you for considering our Paraplanning business. We are excited to work with you.
Richard
Richard Jennings APFS
Paraplanner & Director - Chartered Financial Planner
Our mission is to empower financial planners and their clients.
Excellence
Aim to be the best at what we do and provide an exemplary service.
Unique
Provide a professional service that puts our company out on it's own.
Memorability
To be a leading company that is remembered for all the right reasons.
Collaboration
To work effectively with our clients and as a collective team.
Your Paraplanning Partner
Welcome aboard...Your Compound Paraplanning journey starts here!
Starting to work with us is a seamless journey that begins with a mutual understanding of your unique business needs and our comprehensive offerings. We prioritise communication and collaboration, ensuring a smooth onboarding process that enables us to align our services with your specific requirements. From the initial conversation to diving deep into your goals and objectives, we strive to build a strong foundation of trust and transparency.
We strive to provide our clients with the highest quality Paraplanning services and to deliver accurate, objective, and unbiased financial plans and reports. We are committed to building long-term relationships with our clients, based on trust, integrity, and professionalism
Why our customers recommend us
Take a look at our Google Reviews
Jon Doyle27 March 2024Richard and the team at Compound Paraplanning are brilliant. They are consummately professional, communicate about timescales and service well and their reports and technical insights are really valued. The Juniper Wealth team couldn't be more happy.
Stephen Fox27 March 2024Compound, headed by Richard are a breath of fresh air in such a compliance centric world, they are able to simplify, decipher what in my experience most firms over complicate, and provide a great service to our business which frankly we would be lost without - thanks guys! Fox Lifestyle Financial Planning Ltd
Rob Pocock19 March 2024Richard and Compound provide a top class service using years of knowledge and technical ability, whilst being able to integrate into how different businesses run and operate seamlessly. I wouldn’t hesitate to recommend to anyone!
