WHAT WE DO
Mortgage & Protection Paraplanning Service
Mortgage & Protection Paraplanning - "It Takes Me Twice As Long To Get A Case Wrong – As It Takes You To Get It Right?"
This was the response from one of our customers when we asked them what they thought of our service.
So, generally, who is this service for?
- If you loathe the compliance and administrative burden of mortgages and/or protection – then this service is for you
- If it seems like Regulators are on a mission to make your life more difficult – then this service is for you
- If you want to make more money by freeing up time to do more mortgages – then this service is for you.
You may, of course, have your own reasons but essentially most Advisers much prefer to be doing the things that they enjoy the most – that rarely is admin and compliance tasks.
We began Mortgage Paraplanning in 2015. This came about after one of the largest networks in the UK asked us if we would consider adding this service to our existing Wealth Management service.
Paraplanning
Expertise in the industry
Our Paraplanners are trained with many years of experience of one to one support.