I have used Core Financial UK for over 7 years now. They have worked on many private and corporate cases with me, covering areas such as Pension transfers, Structured Products, Protection and Investment solutions. They will provide relevant research and insight into the sales process. Their communication skills are excellent and relationships with Compliance dept and Commission dept help considerably.

I would not hesitate to recommend their services to any other advisers. They will enhance your business and make your life easier.

I have been using Core Financial for admin and paraplanning support since the start of 2011. I have always found them to be very prompt and efficient, enabling me to carry out my obligations to clients in a more effective manner, by freeing up my time to spend on more client-facing opportunities and releasing me from having to deal with the seemingly never-ending stream of correspondence to and from product providers.

As a result, despite having to pay a cost for this service, my productivity has increased and therefore the profitability of my business has also increased.

I would have no hesitation in recommending Core Financial to any financial adviser

Core Financial has a great business outlook and are always keen to ensure they are working as smart as possible and have been invaluable to the continued success of my business.

Interestingly in the last year, our Regional Manager has been rewarding the top 10 achievers in our office.  You will find it no surprise to know that Core Financial provides support to at least 60% of the attendees at these events.

Core Financial has been a great addition to my team, and I know my business would be less productive without their services.

If you’re serious about remaining and growing in our business sector, then you need to be serious and professional about choosing the right people to help you do that. Having the right team of paraplanners will be indispensable in meeting your future goals and objectives

Working closely and in partnership with Core Financial has helped our business become more productive, more efficient, more compliant and more professional in front of our clients.

Core Financial helps provide a very structured approach to the process of creating and delivering a consistent annual review process. We benefit and more importantly so do our clients.

The services provided to us by Core Financial represent really good value for money and we see it as an investment in ourselves.

Their undertaking of the time-consuming tasks of collating all of the key research data and documentation has freed up our advisers’ time to do what we do best, listening to our clients, strengthening existing relationships and building new ones.

I was recently introduced to Core Financial with regards to their Paraplanning Services. I have found them very helpful and professional to work with and looking forward to maintaining contact in the future.

I would have no hesitation in recommending Hannah and Jayne of Core Financial to look after your Paraplanning requirements.

I’ve known the team at Core Financial for around 5 years – and indeed for longer in a previous role.  However, it is over the last 5 years that Core Financial have, effectively, reshaped my own business.

This is a different relationship from your standard “back-office” support.  I’ve been able to expand the company on the basis that I do, to a very large extent, only the things that a regulated adviser can do – for the rest of the process, everything is communicated down to Core Financial and they take over dealing with all emails and post, paraplanning, marketing and business management.

So, I feel this is a fairly unique arrangement on account of the massive contribution from Core Financial – without that, my business would not be where it is now (and where it is going) and I would have remained as an extremely small one-man band!