Whether face-to-face, over the phone or a video call, we’re always happy to talk. Leave us your contact details and a brief message using the request form here and we’ll come right back to you.
Alternatively, give us a call on 0208 092 6841.
Partner with Root to manage growing advice demands, navigate complex regulatory requirements and deliver consistent, high-quality advice with confidence.
5.0
“I have been using Root Paraplanning for a few months now. I’m extremely impressed with the quality of the reports provided and would not hesitate in recommending their services to other advisers.”
Hall Financial Planning
5.0
“I’m very pleased with Root Paraplanning, Stuart is excellent at what he does and will continue to send work his way. I cannot fault the work thus far. Thank you.”
D&A Investments Partnership
5.0
“Great level of service – simple!”
Weldons Wealth Management
5.0
“My company have been using Stuart Stanford’s Root Paraplanning for a couple of months now, where he helps us manage capacity issues when preparing recommendations and suitability letters. We interviewed a number of potential outsourced paraplanners before choosing Stuart, and it was clear he stood head and shoulders above the rest. His professionalism and the speed of his service ensure that we are maintaining our high quality of service to clients. His research is thorough and when challenged he always has the evidence to back it up. He’s well worth putting to the test.”
Stewardship Wealth
5.0
“Since our business relationship started Stuart has provided an excellent service with efficiency, professionalism and expertise. Suitability reports, Fact sheets and Graphs are to an excellent standard for clients to understand and appreciate.”
St Anne’s Capital
5.0
“Stuart Stanford & his company perform a really professional approach to Paraplanning and other associate areas for IFA’s. We have extensively used him and found his work 100%, reports are delivered on time, his research is exemplary.”
MFS Independent Financial Advisers
