Virtual Paraplanner
Financial ServicesView the employees at
Virtual Paraplanner-
John Holian Owner Virtual Paraplanner - outsourced paraplanning services for IFAs, Financial Planners and Wealth Managers
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Harrogate, England, United Kingdom
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Rising Star
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Overview
Virtual Paraplanner provides outsourced paraplanning services to IFAs, Financial Planners and Wealth Managers. Services include: Suitability Reports Financial Plans Investment Portfolio analysis Annual financial planning and investment reviews Virtual Paraplanner enables Financial Advisers to benefit from a paraplanner in their business without the cost of employing one full time. Services are available on a short term or long term basis without any obligation to pay a retainer fee.