ParaWorksParaWorks - Paraplanners for outsourced paraplanning

Paraplanners for financial advisers


A firm of Paraplanners to support Financial Advisers

Who are we?

ParaWorks is a firm of Paraplanners, here to support Financial Advisers. We are here to remove the administrative burden of research and report writing from you, so that you can focus on the advice side by working more closely with clients to identify their investment needs.

Why use us?

With outsourced Paraplanning, you are free to focus on spending time with your clients and develop your business.

We provide an efficient and effective, high quality support to Financial Planners so you don’t have to be stuck in the office completing administration and reports. Instead, you can be out there talking to clients and helping them with their finances!

We are flexible in the different services we can provide, and have a wealth of industry experience to help support you and your clients.


Peter is a very experienced financial services professional whom I have known for many years. Over the last few months he has done research and suitability reports for Henderson Stone on a wide range of solutions from SSIP /SSAS work to EIS as well as Pension and Investment transfers. He is very obliging,understanding and reliable and can adapt to advisers with different skill sets.

Sam Henderson, Director, Henderson & Stone. Glasgow

Peter has been doing my paraplanning for some time now and I have found him to be very helpful and knowledgeable in the financial services industry. A true asset to my business.

Chris Heslop, Financial Adviser. Manchester