JG Paraplanning | Working together, delivering more

Why outsource your paraplanning?

According to an 2019 article from YouGov, 25% of businesses in the UK have never outsourced. Around 70% of B2B decision makers said they have given key tasks to third parties to accomplish their goals. For paraplanning, it's all with the goal to:

Reduce costs and save money

Boost efficiency and save time

Improve flexibility and scalability

Gain access to specialist expertise and support

Collaborate seamlessly with our team

Bolster consistency and quality of work

Testimonials

Why financial planners and advisory firms today trust us for their paraplanning and admin support needs

Jacob is an excellent, knowledgeable and very thorough paraplanner. Aaron is very helpful with administrative support working alongside our existing processes, and is always a pleasure to speak to.

Joanne Fogo DipPFS CeFA CeMap DipFA CertLTCP

Chartered Financial Adviser

Communications have been great. He's very fast to respond, happy to talk over the phone, and is very detailed and helpful in his messages. Jacob has also introduced new systems into our practice, which have sped up our processes.

Gary Barton DipFA CeMAP CeRER

Financial Planner

Working together, delivering more