Paraplanning, done right.

Expert support for financial advisers who need accuracy, speed, and clarity — without the overhead.

Our approach

At Prime Paraplanning, we specialise in delivering clear, compliant, and well structured reports that save you time. Our focus is on precision, efficiency, and a seamless integration within your team — so you can concentrate on building relationships, not chasing paperwork.

About us

Black and white portrait of a smiling man with short hair, a beard, and mustache, wearing a light-colored shirt.

Prime Paraplanning was started by James, a Chartered Financial Planner and a Fellowship Member of the Personal Finance Society with over a decade experience in paraplanning. Prime Paraplanning offers outsourced paraplanning that delivers expert services to UK-based Financial Advisers.

At Prime Paraplanning, our ethos revolves around seamlessly integrating into your team, becoming an indispensable extension of your operations.

We specialise in providing bespoke solutions tailored to your precise needs, underpinned by unwavering professionalism and a dedication to excellence. Our commitment to delivering a timely and flexible paraplanning service, ensures that your requirements are met with precision and care.

Our aim is simple: to liberate your time, enabling you to refocus on what is important to you and your business—building client relationships, driving business growth, and optimising profitability.

Why outsource?

  • No obligation to pay a fulltime employee if work volumes are low.

    In busier periods, we can help you manage the excess workload as and when the need arises, so you don't have to keep your clients waiting.

  • No recruitment costs, sick pay, annual leave, tax, national insurance, or pension contributions to worry about.

    Direct access to an experienced Chartered Fellow and a level of expertise that commands a high salary, on a pay as you go basis.

  • We can hit the ground running. We have a wealth of experience and knowledge built up from over a decade of working with several different companies.

  • No long-term commitments. You just use the service as and when you need it.

    Unlike an employed paraplanner, if you need to end the relationship for any reason, you are free to do so without the HR burden.

Our services

  • Icon of a document with lines and a magnifying glass over it, representing document search or review.

    Research

    We provide research services using your preferred software. Highly experienced using FE Analytics, Selectapension, Defaqto, Cashcalc, Exchange, Ipipeline to name a few.

  • Black and white digital illustration of a bar graph with an upward trending arrow, a pound sterling (£) currency symbol in a circle, and rising bars indicating financial growth.

    Cashflow modelling

    We will use your preferred software to provide a cashflow model for your clients.

  • Outline icon of a laptop with a document and a pencil, representing editing or creating a document.

    Report writing

    Whether you prefer inhouse templates or report writing software, we can lean on our vast experience and qualifications, to meet your report writing needs.

  • Outline icon of a clipboard with a checklist and a gear, representing tasks and settings.

    Other services

    Get in touch if you have a bespoke service request, we will be more than happy to discuss other ways in which we can help.

Get in touch

“Prime Paraplanning has enabled me as a single advisory firm to spend less time doing reports and analysis and more time focussing on clients and new business. Can’t recommend them enough.”

— Richard, Windsor Financial Planning