About Us
Qualified.
Chartered.
Human.
Root was created to solve a universal industry challenge: providing expert research and reporting for advisers who simply don’t have the time.
We provide outsourced paraplanning support that gives you high-quality, client-ready reports without the stress, delays or endless back-and-forth. Our work is produced by experienced, qualified professionals who understand the realities of financial advice compliance pressures, client expectations, and tight deadlines.
We don’t just write reports; we support your advice process.
Technology Has Its Place.
But So Do People.
The emergence of AI has completely revolutionised the industry. There are more automated
tools than ever promising instant reports at the click of a button.
However, good advice shouldn’t be generic and suitability reports shouldn’t be either.
AI can generate content, restructure paragraphs and even make things sound convincing, but it can’t apply judgment. It can’t sense when something doesn’t quite sit right. And it certainly shouldn’t be left unchecked in a regulated environment.
At Root, every report is built and reviewed by real people, including chartered oversight, before it ever reaches you.
Our promise is no AI guesswork and no generic outputs, just carefully constructed, compliant, client-ready reports.
Fast, Without Cutting Corners
We know turnaround time matters. When you’ve seen a client, you don’t want to wait three or four weeks for a report to come back.
That’s why our turnaround times are among the quickest in the market. Quick doesn’t mean rushed. It means efficient systems, clear processes and experienced paraplanners who know what they’re doing.
Case reviews within 1–2 working days
Final reports delivered within 3–5 working days
Maximum turnaround of 7 working days
Our Team.
Get in Touch.
Partner with Root to manage growing advice demands, navigate complex regulatory requirements and deliver consistent, high-quality advice with confidence.