Our Services.
We offer comprehensive paraplanning solutions, personalised recommendations, and expert guidance tailored to your own business needs.
All our Services
Paraplanning Services
Report Writing
No matter if you're conducting a fund switch, withdrawal, top-up, or offering initial recommendations to a new client, our expertise lies in crafting suitability reports that incorporate and enhance your recommendations. Let us assist you seamlessly in this process.
Paraplanner Training Programme
You may prefer to have an in-house Paraplanner, but may not have the capacity to train them to write reports. Our programme can help with this and comes with aftercare support. You also have the option for a more bespoke programme for individuals that require it.
Report Templates
Purchase our suite of templates which are compliant, efficient and has a clear focus on consumer understanding. The templates will be made with your company branding in mind for no extra cost. For a small fee, we can provide updated versions annually.
Scam Awareness Events
Would you like to provide an additional service to your clients and educate them on the dangers of scams? We can do this remotely or within your office and your clients will leave with a greater understanding of what actions they can take to prevent scams.
Mentoring
Do you have a Paraplanner, Trainee Paraplanner or even an aspiring Paraplanner that would benefit from structured mentorship? Our experience will allow us to build a relationship and guide them as they develop into the Paraplanner they want to be.
Additional Support
If you have any other specific requirements where you believe our expertise could be beneficial, don't hesitate to reach out. Feel free to contact us via phone at 01772 952648 or through email at richard@compoundpp.co.uk. We're here to help!
