Welcome to
BAM Paraplanning
Paraplanning Support for Financial Advisers
Working with you to create the best for your clients.
Outsourced but working together
'A Paraplanner should be a Financial Adviser's right-hand man'
After being told this several years ago by a Chartered Financial Planner, BAM Paraplanning was created with this quote firmly in mind.
We understand the duties and responsibilities of a paraplanner, and take pride in the fact that our services are individual, personalised and bespoke. After all, no two clients are the same, and no two suitability reports or advice pieces should be the same.
With years of experience in the financial services industry, we are dedicated to helping financial advisers provide exceptional service to their clients.
Efficient Workflow
We have developed an easy to use and efficient process. You can retain complete control and receive updates on where your cases are, and manage your clients expectations accordingly.
Paraplanning Support
We provide comprehensive paraplanning support, including research, report writing, and analysis, to assist financial advisers in delivering high-quality advice to their clients.
Expertise and Knowledge
We've been doing this a while! With several years experience, and regular seminar and webinar attendance, we are always up to date and have a full CPD record!
Disclaimer
BAM Paraplanning are not authorised by the Financial Conduct Authority, and are therefore not regulated to provide financial advice.
BAM Paraplanning do not take any responsibility for the advice given or outlined in any prepared files.
We are kind to our planet and offer paperless service.