Your questions answered

ParaPlanDan provides comprehensive outsourced paraplanning support, including suitability reports, financial planning reports, product and fund research, illustrations, and ongoing advice administration. All work is tailored to your firm’s tone, style, and...

Outsourcing with ParaPlanDan saves time, reduces costs, and provides flexible support during busy periods. You gain access to experienced paraplanning expertise without the commitment, overhead, or management burden of hiring in-house staff..

All case submissions and updates are handled through your dedicated ClickUp workspace. You can: Submit new cases via the platform, Upload supporting documents, Communicate directly within each case, Track progress from submission to completion. Everything ...

Turnaround times depend on complexity, however we typically aim to: Review a case within 2 working days, and Provide a draft report within a further 4 working days. Timeframes may be influenced by the level of detail provided and the nature of the advice....

Absolutely. ParaPlanDan adheres to strict data‑protection and confidentiality standards. Your client information is used solely for completing the paraplanning work and is never shared beyond what is necessary for the task.

The form for submitting a case is laid out to include everything required. Providing more detail leads to faster turnaround times. You can submit multiple cases for the same client or couple together. To request a change, simply upload the updated informat...

Whilst we have our own beautifully crafted templates, we are happy to work from your own report templates. Once shared with us, we ensure every report produced is consistent with your firm’s branding, layout, and compliance standards.