About.
With years of experience in the financial services industry, we understand firsthand how crucial it is for Financial Planners to have the support they need to offer the best possible service to their clients.
That’s precisely why we set up this business – to provide a reliable, high-quality Paraplanning service that allows Financial Planners to concentrate on their core business. In addition, we want to be on-hand to support your business in every way we can.
Our experience enables us to go above and beyond merely writing reports. We’re here to serve as a sounding board for your staff, provide support through training, act as mentors to your junior staff, create new suitability templates, attend meetings, and much more. If you have any business needs, we’re more than happy to help find a solution.
Our four key elements for paraplanning success:
“A thing that is composed of two or more separate elements; a mixture.”
Expertise & Excellence
The term suggests expertise and excellence: The term "compound" implies that the Paraplanning services offered by our business are of a high quality, and that our team has excellent knowledge and experience in Financial Planning.
Collaborative
When attributing this to the Financial Planning industry, we suggest that our Paraplanners will work closely with our clients, bringing various elements of the process together, to create customised outputs that are tailored to your client's unique situation.
Unique
It's unique: ‘Compound Paraplanning’ is not commonly used in the Financial Planning industry, which we believe will help our company stand out from competitors and make a memorable impression on our potential clients.
Memorable
It's easy to remember: We believe that ‘Compound Paraplanning’ has a nice ring to it and is easy to remember, which is important when it comes to creating a brand that our clients will remember and (hopefully) refer to others.
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
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.
