What We Do

Virtual Paraplanner was set up by John Holian to provide outsourced paraplanning services for IFAs, Financial Planners and Wealth Managers.  This included report writing, research and annual investment reviews.

Today we tend to do more project work.  This includes one-off technical work and addressing client issues, usually relating to pensions.  We are open to interesting work that uses our skills and experience. 

Some of the things we have been asked to help with include:

• Trust registration projects in the UK and Ireland.
• Assisting in the paraplanner recruitment process.  We prepared tests and case studies to test report writing skills and technical knowledge. 
• Evaluating platforms to suit firms processes.

We are open to any requests for help.   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.