Professional Support. Practical Insight.

With a background in financial advice, operations and compliance, Opus Paraplanning understands what it takes to run a successful advice practice.

We offer more than just high-quality reports — we become a trusted extension of your team, providing practical, compliant, and dependable support behind the scenes. Whether you need help managing complex cases, streamlining your processes, or simply freeing up time to focus on clients, we’re here to help you run a smoother, more effective business.

Strategic Paraplanning Support for Your Practice

Paraplanning support

Outsourcing your paraplanning gives you the freedom to focus on what matters most — your clients.

Offering a practical and scalable option, outsourcing enhances productivity and fuels your firm’s growth.

With access to highly qualified and compliant support, you can improve turnaround times, reduce internal pressure, and deliver a consistently high standard of advice.

Get in touch to find out how Opus Paraplanning can support your business.

Learn about Opus

Your Paraplanning Partner

Paraplanning Services

  • Suitability Reports

  • Pension Switching

  • Bespoke Financial Planning

  • Cashflow Forecasts

  • Discussion Documents

  • Annual Review & Ongoing Suitability Assessments

  • Inheritance Tax Planning

  • Retirement Income Planning

  • Trust Planning

  • Due Diligence & Research

  • Centralised Investment Propositions (CIP)

  • Centralised Retirement Propositions (CRP)

  • ESG & Ethical Investing

Technical & Compliance Services

  • Technical Research

  • File & Report Checking

  • Consultancy Services & Bespoke Projects

  • Process Review, Design & Implementation

  • Business Acquisitions and Integrations

Discover how outsourcing can work for you