07982 915194 :: 07368 575571 info@cpsllp.co.uk
Complete Paraplanning Solutions Bespoke Paraplanning Investment Propositions
Complete Paraplanning Solutions
Highly knowledgeable professionals, with over 45 years’ experience in the financial services industry
Bespoke Paraplanning
A fully bespoke paraplanning service, tailored to your individual requirements
Investment Propositions
Guidance and support in designing, implementing and managing your Centralised Investment Proposition

Complete Paraplanning Solutions.

Bespoke paraplanning for all

We offer a bespoke paraplanning service for financial advice firms predominantly in Kent, Surrey, Sussex & London. We recognise that no two advice firms are the same and that is why we tailor our services to suit your individual requirements.  You will not find a standard menu of services or costs on our website as we do not believe a one-size fits all approach works.

Instead we prefer to spend time getting to know you, your business and how you work.  Doing so enables us to better tailor our services and costs to your specific requirements

We pride ourselves on providing the support you need when you need it.

The benefits

  • The paraplanning support you want, when you need it
  • Save money, only pay for services when you need them.
  • Highly experienced and qualified paraplanning support.
  • More time to spend with clients
  • Increase your revenue and profitability.