PRG Para Planning Services Ltd is a professional para planning service provider with market experience in the provision all types of financial products. We offer a fully bespoke outsourced para planning service for Financial Advisers. We tailor our services to suit your goals; whether you are an independent adviser, a national IFA, directly authorised or a network member.
PRG Para Planning Services Ltd is will provide an efficient support service to enable your business to focus more time on clients, enabling you to grow your business. We offer services tailored to each individual adviser according to their specific requirements and in line with compliance procedures specific to their practice or network.
PRG Para Planning Services Ltd provides a competitive reliable outsource support service for professional advisers. In outsourcing research and report writing your business can reduce the substantial overheads involved in employing full or part time staff to deliver this service to clients.
Based in the Midlands, we operate nationally as our service is usually operated on a remote basis and our turnaround time for providing a fully completed Report/Suitability Letter is 3-5 working days.
Our para planning service is mostly charged as a percentage of fees or commission but can be on an hourly rate or priced per job. Therefore you only pay for work completed and approved - you pick and choose the level of service you require on a case-by-case basis.
We are happy to discuss your individual requirements and level of support needed.