Professional, Accurate, and Compliant Support

Trusted Paraplanning services for Professional Advisers

Outsourced paraplanning, done properly.
Suitability reports, research and technical support for busy financial advisers and advice firms. Clear, compliant, on time.

Structured Paraplanning Built on Expertise

Our Services

  • Suitability reports (new business and reviews)
  • Fund research & switches (CIP/DFM model changes, rebalances)
  • Pension analysis & consolidation support
  • Cashflow modelling support (inputs, scenarios, outputs)
  • Technical research (IHT/estate planning, withdrawals, protection and more)
  • Admin support (provider requests, valuations, illustrations and application packs)

Veritas Paraplanning Ltd

Email: 

Website:

Company No:

vikki.adams@veritasparaplanning.com

www.veritasparaplanning.com

16334980

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