Paraplanning services with the adviser in mind. Offering tailored packages, pay-as-you-go and retainer options to suit your business needs.
Full paraplanning
Client servicing
Cashflow modelling
LOA chasing
Diploma qualified paraplanners
All staff St James's Place Platinum accredited
Outsourcing means you can tackle more cases, meet client needs faster, and scale your business without the overheads and hassle associated with in-house staffing.
With Luminar, streamline your workload and spend your time on what matters most - your clients!
Company Details
- Employees
- 3
- Founded
- 2024
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Paraplanning, Client Servicing, Cashflow Modelling, LOA chasing, Retained service, Pay as you go, Bespoke options, Diploma qualified paraplanners.
- Competitors
- Hallam Wealth Limited, Fintuity, Fintuity, Event Industry News, IFS.
Luminar Paraplanning Ltd Questions
Luminar Paraplanning Ltd's LinkedIn profile is https://www.linkedin.com/company/luminar-paraplanning-ltd
Luminar Paraplanning Ltd has
3 employees.
View email and phone details for 3
employees at Luminar Paraplanning Ltd.
Luminar Paraplanning Ltd's industry is
Financial Services
Luminar Paraplanning Ltd's top competitors are
Hallam Wealth Limited,
Fintuity,
Fintuity,
Event Industry News,
Ifs.
Luminar Paraplanning Ltd's categories are Financial Services
Luminar Paraplanning Ltd's founding year is 2024
