LANGWELL PARAPLANNING

LangWell Paraplanning provides outsourced paraplanning services to financial planning firms throughout the UK, drawing on over 25 years' experience in Financial Services... Our clients typically view us as an extension of their team where we become their paraplanning partner. We do not just write suitability reports or annual suitability reports, we also act as a sounding board and valuable product, provider and investment strategy resource... We understand that Financial Planners need more than just suitability reports and so we can be as involved as much you like throughout the planning process, whether this is helping to prepare pre-advice cashflow and product analysis to help with the initial meetings or otherwise.

Also known as: Langwell Paraplanning Limited

Primary location: Kingskerswell United Kingdom