Our services include:
We are an outsourced paraplanning company, established in 2018, and based in Stockport, Cheshire.
We pride ourselves on providing a reliable and bespoke service to financial advisers, whether you are directly authorised, or as part of a network.
Flexibility to adapt to your requirements is key to us and we work with you to fully understand the needs of your business. We are happy to assist in all advice areas, including pensions, investments, mortgages, and protection.
As part of our service we subscribe to industry-recognised report writing and research tools.
Central to our process is the security of your client’s data. We ensure all data is shared and held in a secure manner that complies fully with GDPR.
Our Paraplanners have a minimum of 20 years of experience in financial services, hold relevant qualifications, and have previously worked in compliance monitoring for large networks.
© 2020 Rock Paraplanning & Compliance Services Ltd | Registered In England and Wales No. 10507410 | All Rights Reserved | 1 Rushton Drive | Romiley | Stockport | Cheshire | SK6 4PW