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We are not authorised or regulated by the Financial Conduct Authority and do not provide financial advice to consumers. If you require any financial advice then you should visit www.unbiased.co.uk to locate a Financial Adviser within your area.

Outsourced Paraplanning Services

based in Brixham, Devon.

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Outsourced Paraplanning Services

based in Brixham, Devon, UK

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 About Us

   The importance of an adviser to spend more time client facing is essential for any business.

 

   Outsourcing can be the preferred solution for many developing and established businesses. This gives them the advantage of paying for the service

   they require rather than employing a full time employee.

 

   We aim to make a positive impact on each individual business that uses our services. We tailor our services to suit your needs and requirements.

 

   About Kristina

 

   Kristina joined the world of financial services in 2004 for a local well established IFA Practice based in Brixham, in an administration role.

 

   Kristina quickly proved her competence and became a Trainee Paraplanner. Whilst in this role she was responsible for the implementation,

   management and training on their back office system Adviser Office (IRESS), a report writing service known as Bluegrove E-Suitability and the

   research tool FE Analytics.

 

   In 2009 she joined a small/medium sized IFA practice in Torquay, Devon, where she honed her skills and knowledge and again incorporated the FE  

   Analytics software, which has benefited this practice, before bravely going it alone and establishing Prestige Paraplanning in September 2013.

 

   This has proven beneficial as she now has a vast knowledge of various back office systems, research tools, report writing services, providers and

   products, which in turn will benefit your business.  

 

   Kristina currently provides outsourced paraplanning to a range of Independent Financial Advisers. This ranges from smaller individual companies up  

   to the medium/larger size networks.