In Step Paraplanning Ltd

After successful individual paraplanning careers working with Quilter and Lyncombe / Sense network advisers as well as directly authorised firms, Sam and Maddy brought their combined 39 years of financial services experience together in 2023 and founded In Step Paraplanning Ltd. Their aim is to work in step with financial advisers and provide them with quality, timely, very cost efficient admin and paraplanning support. How’s that going ? Well the feedback from their clients speaks for itself “we just wanted to say, you rock, because it wasn’t a particularly easy case!” “happy feedback , assessed suitable with no feedback points first time round 😊🥳” “report read brilliantly.. an easy read ... was of a very high standard” “Sam’s attention to detail and ability to communicate complex financial concepts in an easy to understand manner are invaluable” “Sam goes above and beyond to ensure that deadlines are met” “a well detailed SR, with excellent personalisation and good supporting analysis” “I’ve just done a little happy dance because you’ve got it spot on! You’ve done a great job and your wording around the attitude to risk is always so well put – professional yet understandable 👌” “annual compliance assessment today …the compliance officer commended our paraplanning work, acknowledging the high level of attention to detail and great report writing 👍 Just thought I should pass this on! Thanks for all the hard work” “the clients commented on your investment report saying what a good layout, understandable and informative read it was – which given they are retired professors, we thought this was good praise indeed!” Could we be the support that you are looking for? Drop us an email at office@instep-paraplanning.co.uk Or give us a call on 07494 594732 (Maddy) 07539 583652 (Sam) In Step Paraplanning are not authorised or regulated by the FCA. You remain responsible for the advice given to your clients