Sponsors
AXA Winterthur Wealth Management was officially launched as a new financial services business in October 2008. It combines the strengths of two previously separate businesses: AXA Wealth Management and Winterthur. We provide access to a full range of wealth management products from Winterthur Life UK Limited and AXA. This includes offshore products issued by AXA Isle of Man Limited and AXA Life Europe Limited.
Wizard Learning provide a wide variety of learning solutions to help financial services professionals pass recognised industry qualifications as well as developing their technical knowledge and key skills. This includes online assessments and training for the Certificate in Financial Administration, Certificate in Financial Planning, Diploma in Financial Planning, Advanced Diploma in Financial Planning CeFA and CeMAP. These include unique online features to follow as closely as possible the format of the actual exam.
The Paraplanner has arranged a 5% discount with Wizard Learning. To get your discount you MUST enter the code PARA in the promotion box that appears after you click on the checkout image. Select your training material here. A FURTHER 30% discount is also available under the multi-buy discount, prices are discounted when you select your third item. We are pleased to be working with Wizard Learning and to be able to offer discounts to our users. We have used the site as a revision aid successfully in the past and am sure it can help you to.
ParaPlan Plus was the first company in the UK to provide an outsourced paraplanning service having launched in 2002 as Adviser Assist. Since then we have grown significantly and now provide our services to a wide range of IFAs and financial planners across the UK. ParaPlan Plus offers the ideal way to outsource ‘Middle Office’ functions, enabling you to concentrate more time on your clients and business. Efficient time management is essential to remaining profitable in a tough, competitive arena. ParaPlan Plus can perform many time-consuming tasks such as report writing and research, so you can maximise your ‘Front Office’ time to produce more business.
Smaller businesses can call upon a paraplanning service comprising report writers and technical experts usually only found in larger companies. Rather than incurring substantial extra overheads, you only pay for the services when you use them. The result is an improved service for your clients, the ability to charge fees and, most importantly, more time to see current and prospective clients.
Paragon Paraplanning is an outsourced paraplanning company providing a highly individual and bespoke service for discerning IFAs.
Paragon Paraplanning only use Chartered and Certified Financial Planners and this enables them to undertake whatever work is required irrespective of the technical detail or experience required.
With over 17 years industry experience Paragon Paraplanning use their experience and knowledge to support individual IFAs in whatever way is appropriate. This includes research and report writing however Paragon Paraplanning is increasingly called upon to provide training and consultancy services to some of the most influential companies in the industry.
As the Director of Paragon Paraplanning Martin Vaughan has written many articles for the industry press, is a regular speaker at industry conferences and events and has been influential in raising the profile of paraplanners and the work they do, globally.