Paraplanning Select

Specialties

Paraplanning Select provides a unique service designed to support the functional aspects of an IFA’s business in a cost-​effective and time-​efficient manner. Paraplanning support provides full packaging of pre-​sale research and post-​sale report writing facilities. However, we provide an additional option which expands on these basic functions enabling us to provide an individually tailored package.

Our services enable the Financial Adviser to reduce time consuming tasks, freeing up time for client servicing and other business-​related tasks. Some benefits include:

Technical & qualified support in different product fields

Administrative support

Cost effective out-​sourced solution

Hassle free and reliable service

Allows IFAs to concentrate on developing their long term business strategies

History

Established in 2006.

Paraplanning Select was founded in 2006 by Gillian Purdie, under the name Sage Paraplanning. The original service was geared fully at Positive Solutions advisers, supporting them remotely by providing full assistance to expand and develop their individual businesses. We currently support over 90 IFAs on a nationwide basis.

Meet the Business Owner

Gillian P.

Business Owner

Gillian has been working in financial services since 2000, with experience working for high street banks, Adviser Networks & Directly Authorised Financial Advisers. She operates mainly within the Pensions & Retirement Options department of the business. Her current qualifications include BA Hons in Financial Services and PGD in Financial Services, with a range of CII qualifactions. She is currently working towards chartered status.

In 2012, Gillian won the Young Business Person of the Year category in the Glasgow Business Awards.