para-pal.com
Business Services · United Kingdom · 1-10 Employees
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Overview
Headquarters
Centurion Way, Brough, East Riding of Yo...Website
www.para-pal.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About para-pal.com
Para-Pal offers outsourced paraplanning support specifically designed for financial advisers, enabling them to efficiently move cases forward with reliable research and report preparation. The company provides flexible support options without retainers or minimum case commitments, allowing advisers to scale their paraplanning needs as required. Led by a qualified financial planning professional, Para-Pal specializes in a wide range of pension and investment cases, ensuring advisers can focus more on client relationships and advice delivery. Their services include technical analysis, suitability report preparation, and ongoing support tailored to the unique needs of financial advisers.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
para-pal.com
<$5M
1-10
Private
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N/A
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Frequently Asked Questions Regarding para-pal.com
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Para-Pal offers outsourced paraplanning support specifically designed for financial advisers, enabling them to efficiently move cases forward with reliable research and report preparation. The company provides flexible support options without retainers or minimum case commitments, allowing advisers to scale their paraplanning needs as required. Led... Read More
