Sponsors

AXA Wealth is part of the worldwide AXA Group. We distribute a range of pension and investment products to help meet the needs of you and your clients. Our aim is to support you and your business, by providing market-leading propositions and business consultancy advice to help you in these challenging times.

Our proposition consists of:

  • Elevate – a flexible wrap platform;
  • Architas – our investment and multi-manager specialist;
  • Business support services – technical sales and business consultancy;
  • Pension and onshore investment solutions; and,AXA Wealth International (AXA Isle of Man and AXA Life Europe) – for offshore investment expertise.

For further details visit www.axawealth.co.uk or call 01256 470707

wizard_550x75.PNGWizard 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 learning for the Diploma in Regulated Financial Planning, Diploma in Financial Planning, Advanced Diploma in Financial Planning, Certificate in Financial Administration, Certificate in Financial Planning, CeFA and CeMAP. In addition we also provide a CPD and gap filling system.

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 discount is also available for multiple purchases as detailed at this page. 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.

MoneyScope is a new lifetime cash flow tool providing powerful forecasts in a matter of minutes.  The software is easy to use, takes minutes to complete and is online with no installation required.  MoneyScope is designed for advisers and planners who have been put off by complexity of altearnative systems and for financial planners wishing to produce a quick ‘initial forecast’ for clients.

advisor_280x80.png 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.

advisor_280x80.png 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.