Outsourced Paraplanning
Personalised.
Simplified.
Flexible.
What we do.
Root provides outsourced paraplanning services, producing suitability reports backed by years of industry experience, in line with your existing branding and processes. We also provide comprehensive technical support for financial advisers, undertaking research, calculations, and analysis of plan data.
Our service was built in recognition of the considerable time and effort involved in crafting reports and analysing clients' financial situations. Consequently, our paraplanning solutions allow you to focus on what matters most; your clients and building your business.
It’s personal.
We’re committed to understanding our client’s business and their ever-changing requirements. It’s for this reason that we take the time to understand your processes, methods and your current approach to report writing so we can provide paraplanning solutions to suit you. It’s our firm belief that having a greater understanding of your proposition ensures the cases we undertake are right from the first time.
Whether face-to-face, over the phone or a video call, we’re always happy to talk.
A flexible approach to pricing.
Root offers two pricing options, catering to advisers with varying numbers of clients. We offer a simple pay-as-you-go service, with no upfront or ongoing costs. This is in addition to a retained service, suitable for advisers who have more clients under management. Our retained clients receive a discount across all our services.
For a list of prices, discounts and our full fee schedule, don’t hesitate to get in touch and let us know that you’d like a copy. We’re always available to discuss our service levels and find a solution that best suits your business.
Get in touch.
If you’d like to find out more about how we can support your business, don’t hesitate to get in touch. Use our contact form to send us a message.