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These cases tend to be where you are opening a new product or completing a transfer of an existing product.
These cases tend to be more transactional work including (but not limited to) fund switches, Bed & ISAs, and withdrawals.
This includes a suite of templates which are modified to your brand, unlimited email support for your team, and up to two 15-minute phone calls per week to discuss any matters that are outside of the work you are sending to us.
Monthly Subscription Price: £0
This Subscription Calculator is for guidance purposes only and should not be used for making exact financial decisions. The results are estimates and may not reflect the precise subscription costs. For a detailed and accurate quote tailored to your business, please contact us directly.
Your subscription price also includes an already-applied discount.
Why are we called 'Compound Paraplanning'?
‘Compound’ can be defined as: “A thing that is composed of two or more separate elements; a mixture”
We believe that this definition can be attributed to the Paraplanning profession the sense that there are many aspects to a Paraplanner’s role. Our business aims to bring the elements together into a single proposition.
