Never write a report again

The
Outsourced
Paraplanner
Solution

Outsourced paraplanning for IFAs across the UK, human-written, every time.

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42+
Years in FS
24/7
Available
3
Day Delivery
100%
Human-written

IFAs love working with clients. They don't love writing suitability reports. That's where I come in.

The service
01

Prompt.

Thursday case in, Monday report on your desk. Rush jobs by arrangement.

02

Bespoke.

Your templates, your tone. SimplyBiz, 360, or your own house format.

03

Flexible.

Ad hoc or ongoing. Pay per report. No retainers, no lock-in, ever.

The full service →
Our promise

Human.
Not
machine.

The full No AI Promise →

AI tools can't stand behind their work. I can. And I do.

AI tools can fill in a template. They can't spot the inconsistency between what a client said and what their fact-find shows. When a regulator asks how a recommendation was reached, “the software decided” is not an answer.

Why outsource?

Outsourcing isn't a cost.
It's an investment in growing your practice.

Five reasons IFAs work with Jonathan →

Get in touch

No portals. No AI.
Just Jonathan.

One conversation. No obligation. If it sounds right, we start; if not, no pressure.

Available 24/7: evenings, weekends and bank holidays.