Welcome to Principled Paraplanning

We work with existing and emerging financial planning firms to deliver technically accurate and compliant advice.

We give you back time, allowing you to focus on understanding your client’s goals and delivering exceptional service.

We improve business processes around suitability and client report production by maximising the potential of your paraplanning function.

We challenge firms to better integrate planning with advice.

Understanding

We understand the financial planning process and how to apply it to your clients’ circumstances

We understand planning, paraplanning and administrative processes and how to create effective workflows between each function

We understand how to use technology to create efficiency without sacrificing quality.

Expertise

We are expert in suitability. We know what doesn’t need to go into a suitability report.

We are expert in complex planning scenarios and provide our clients with documented strategy notes to accompany technically challenging advice.

We are expert in advice workflow analysis and development.

Services

Outsourced paraplanning. Report writing, strategy reports, replacement business analysis and cashflow planning.

Consultancy. Process improvement within paraplanning and associated roles.

Technical services. A sounding board for sole practitioners or ad-hoc calculations such as pension funding or tax calculations.

What my clients have to say

  • As a sole Financial Planner, it is important to surround yourself with knowledge and expertise in all areas, ensuring a first class service is delivered to our clients.  Benjamin meets this criteria, he is a highly qualified individual who understands the technical nature of the profession, however, he is able to deliver his reports and documents in a clear and understandable format.

    Benjamin is an integral part of our service proposition and team, in fact, he is the first port of call for all technical aspects of my role and I know I can rely on him to provide clear, concise and accurate advice on any matter.

    Benjamin is at the forefront of the paraplanning community and he is committed to keeping pace with the fast moving regulatory environment we have to contend with. I am happy that I can rely on him to improve the quality of the advice that I deliver and he keeps me regularly informed on the cases he is working on.

    I would highly recommend his services.

    Damien Clyburn
    Chartered Financial Planner, Otter Financial Services

  • I’ve known Benjamin since 2009 and he remains a good friend and a very well respected and trusted professional in the field of pension advice. The quality of his reports are very clear and he pays a lot of attention to the detail that is relevant to the advice. He also ensures that all bases are covered and the terminology is in a manner that the client can understand plus the turnaround times are excellent. Benjamin’s technical advice specifically around the area of pensions is second to none and I can rely on him for any queries I might have to ensure the advice is correct and in the best interest of the client. I can unreservedly recommend Benjamin and Principled Paraplanning to anyone within the financial advice arena who wants to ensure that the advice and the report and any research is correct and compliant based on the current legislation.

    Paul Davis, Clear Financial Advice
    Paraplanning Client

  • Benjamin is  great sounding board when it comes to anything technical and process driven. He understands how financial planning should work with paraplanning and he has the experience and knowledge to be able to add immediate value to your circumstances

    Adam Carolan, FPFS
    Consultancy Client

We work with existing and emerging financial planning firms to deliver technically accurate and compliant advice. You are then free to focus on delivering exceptional service to your clients.

Get in touch

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