Outsourced Paraplanning Ltd
OP
Financial Advisors
Outsourced Paraplanning Ltd
83 Letchmore Rd, Stevenage SG1 3PS
# Outsourced Paraplanning Ltd
Outsourced Paraplanning Ltd is a specialist paraplanning firm based in Stevenage, Hertfordshire, serving financial advisers and wealth management firms across the UK. The company provides outsourced administrative and technical support to free up advisers' time for client-facing activities and business development.
As a dedicated paraplanning service, they handle the behind-the-scenes work that's essential to running a financial advisory practice. Their expertise lies in managing the detailed, time-consuming tasks that can overwhelm small to medium-sized advisory firms, allowing principals and senior advisers to focus on what they do best—building client relationships and growing their businesses.
The business is led by Roger, who brings hands-on experience to understanding the pressures advisory firms face. What sets Outsourced Paraplanning apart is their responsive, personalised approach. Rather than offering a one-size-fits-all service, they work closely with each client to understand their specific needs and workflows, tailoring their support accordingly. Their flexibility and willingness to adapt to individual practice requirements make them a reliable partner for firms looking to scale operations without proportionally scaling overheads.
Operating from their Stevenage base, they maintain close communication with clients through multiple channels—phone, mobile, and email—ensuring advisers can reach them easily when urgent support is needed. This accessibility, combined with their technical knowledge and commitment to quality delivery, positions them as a trusted support function for the financial advisory community.
Outsourced Paraplanning Ltd is a specialist paraplanning firm based in Stevenage, Hertfordshire, serving financial advisers and wealth management firms across the UK. The company provides outsourced administrative and technical support to free up advisers' time for client-facing activities and business development.
As a dedicated paraplanning service, they handle the behind-the-scenes work that's essential to running a financial advisory practice. Their expertise lies in managing the detailed, time-consuming tasks that can overwhelm small to medium-sized advisory firms, allowing principals and senior advisers to focus on what they do best—building client relationships and growing their businesses.
The business is led by Roger, who brings hands-on experience to understanding the pressures advisory firms face. What sets Outsourced Paraplanning apart is their responsive, personalised approach. Rather than offering a one-size-fits-all service, they work closely with each client to understand their specific needs and workflows, tailoring their support accordingly. Their flexibility and willingness to adapt to individual practice requirements make them a reliable partner for firms looking to scale operations without proportionally scaling overheads.
Operating from their Stevenage base, they maintain close communication with clients through multiple channels—phone, mobile, and email—ensuring advisers can reach them easily when urgent support is needed. This accessibility, combined with their technical knowledge and commitment to quality delivery, positions them as a trusted support function for the financial advisory community.
Services offered
Financial planning administrationInvestment proposal preparationCompliance documentationRegulatory paperwork processingClient file managementFact-finding administrationReport writing supportSuitability letter preparation