Opus Services
At Opus Paraplanning, we offer practical, high-quality paraplanning and consultancy support tailored to the needs of financial planning firms.
Whether you're looking for help with day-to-day report writing or strategic business projects, we’re here to help you deliver better outcomes — for your clients and your business.
Let's Work Together
Looking for a paraplanning partner who understands your business?
Get in touch to see how we can support you.
Core Paraplanning
Suitability Reports – Clear, compliant, client-focused reports.
Pension Switching – Detailed analysis and documentation.
Bespoke Financial Planning – Support for complex advice cases.
Cashflow Forecasts – Goal-based visual projections.
Discussion Documents – Pre-advice summaries to aid conversations.
Annual Reviews – Ongoing suitability assessments aligned with Consumer Duty.
Technical & Research
Inheritance Tax Planning – IHT strategies and technical reports.
Retirement Income Planning – Drawdown, annuities, and income strategies.
Trust Planning – Support for trust-based advice.
Due Diligence & Research – Product and provider comparisons.
CIP & CRP Support – Reporting tailored to your advice framework.
ESG Research – Ethical and sustainable investment analysis.
Quality Assurance
File & Report Checking – Independent compliance and quality reviews.
Business Consultancy
Consultancy & Bespoke Projects – Strategic support tailored to your firm.
Process Design – Workflow reviews and implementation.
Business Acquisitions – Integration support for acquired firms.