Helping Financial Advisers Deliver High-Quality, FCA-Compliant Reports
Outsourced Paraplanning That Works for You
Outsourced Paraplanning That Works for You
Outsourced Paraplanning for IFAs & Wealth Managers
✔ FCA-compliant, high-quality reports tailored to your client’s needs.
✔ Flexible, reliable, and cost-effective solutions for financial advisers.
✔ Supporting advisers with pension transfers, investment reviews, and suitability reports.
I bring 2 years of experience as the sole paraplanner to the Managing Director of a £1bn AUM firm in Central London.
My expertise lies in delivering high-quality, compliance-ready reports that streamline financial advice processes.
🔹 Remote & efficient – Adapting seamlessly to your firm's workflows.
🔹 Trusted by advisers – Ensuring precision, compliance, and timely delivery.
📩 Need a paraplanner you can rely on? Let’s talk.
Looking for reliable, high-quality paraplanning support?
📩 Email me at thomas@barkerparaplanning.co.uk to discuss your needs, and I’ll send over my pricing guide and service details.
✔ Hourly Rate: Starting at £45 per hour, with discounted retainer options for firms needing regular support.
✔ Flexible Retainer Packages: Save on hourly rates by securing ongoing paraplanning assistance.
✔ Fast Turnaround: Urgent work available at a premium rate for quick completion.