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We'll Do the heavy lifting for you Expert Paraplanning Tailored to meet your business needs

Rock's Goal

We want to help you transform your business.  Working to understand your requirements and making tailored plans to meet these.  Helping you deliver a 1st class service to your clients.  Freeing-up your time to focus on increasing profitability and grow from strength to strength.

REASONS TO USE ROCK

QUALIFIED

All work is carried out by experienced professionals holding the CII Level 4 Diploma and actively progressing towards Chartered Status.  We adhere to the PFS code of ethics and CPD requirements.

Secure

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.

TIMELY

We understand you work to tight deadlines to meet your client’s needs. We provide a timely turnaround (typically 2-5 working days), whilst always maintaining the same levels of quality.

Flexible

Services are tailored to your requirements. This can be a full end to end paraplanning service or completing individual tasks, such as writing the suitability report.  We can facilitate any request.

HANDS-ON

We enjoy the technical aspects of cases and are happy to chat things through. We offer this at all stages of the process at no extra cost.

NOT JUST REMOTE

We can travel for face to face meetings with you and this includes the option of accompanying you on client visits.  We also offer video conferencing as part of our remote communication.

RESEARCH EXPERTISE

Our strong technical capability and experience in using leading industry tools assist you in evidencing robust and well-researched recommendations.

TECHNICAL PROFICIENCY

Complex cases welcomed! We have extensive experience in handling the more involved technical cases, including defined benefit schemes, IHT mitigation, and planning for business owners.

EXPERT REPORT WRITING

Reports are presented in your preferred style. All our reports are clear, compliant and personalised to your client. We produce reports clients are happy to read.

BOOSTING CAPACITY

We can work effectively as an extension of your existing support teams.  We take pride in our open and friendly approach, essential for a seamless integration.

NO HIDDEN COSTS

All prices are agreed with you and confirmed before work begins. There are no hidden costs and what is agreed stays agreed.

INCREASING PROFIT

We free up your time to focus on those areas which bring growth.  Delivering the benefits of an in-house paraplanner without ongoing employment costs.

We are Here to Help You

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