Virtual Paraplanner provide outsourced paraplanning services for IFAs, Financial Planners and Wealth Managers. Our services include report writing, research and annual investment reviews. We also undertake project work.
We offer a flexible service as we believe in fitting in with you and not the other way round. We do not charge retainers or have minimum contracts. You only pay for the services you require as and when you need them.
Virtual Paraplanner was established in 2007 by John Holian, a Chartered Financial Planner and Accredited Paraplanner.
Please contact us to discuss how we can help your business.