Core Financial Paraplanning is a fully bespoke, high quality, Outsourced Paraplanning company that works with you to meet your individual needs.
Whether you are independent or restricted, Directly Authorised or Authorised Representative, we have solutions to help enhance your business.
Core Financial Paraplanning Limited’s main goal is to keep Paraplanning simple and straight forward. Our easy to use service allows you to keep doing the parts of the job that you love, whilst knowing that everything else has been taken care of.
Core Financial Paraplanning Limited work extensively with both Directly Authorised firms and Network members from Networks such as Tenet, Quilter, 2Plan, True Potential and Sense to name a few.