About

Paraplan It Limited is a bespoke forward thinking professional paraplanning service, providing a comprehensive, personal and technical service which is built around you and your business’ needs. The team understand that every business works differently and has their own set of processes and compliance guidelines, so we offer a flexible and tailored service to suit our clients’ individual needs.

The company was established in 2014, started initially by Alex Ord, and now has a strong team of paraplanners, who have between them over 63 years of experience on the financial service industry.

We at Paraplan It work with both directly authorised financial advisers and network-based advisers across the UK, supporting businesses from sole traders to large companies. Our clients will rely exclusively on us or alternately have in house paraplanners and use us for an overflow service when things get busy, or their staff are on annual leave.

We have designed our own unique report templates, which we tailor to each of our clients’ guidelines, branding and requirements. We offer our services across all aspects of financial planning; so, whether this is an annual review, replacement business or Inheritance Tax planning, we have got you covered.

Our flexibility is such that we do not have a monthly service charge or retainer. We will only charge on a case-by-case basis, which allows you to use our service when you need it rather thank being tied in to using us month to month. We charge a set price per case, rather than on an hourly rate, which means you can factor in our costs to the fees you charge your clients.