Trusted by Financial Professionals
Our qualified paraplanners deliver consistently high-quality work, helping advisors enhance client service while maintaining compliance standards.
CFP & PFS
Chartered Qualifications
5 Days
Standard Turnaround
25+ Years
Industry Experience
9-5
Mon-Fri Support
Comprehensive Paraplanning Services
From suitability reports to technical research, we provide the full spectrum of back-office support your practice needs.
Suitability Reports
Comprehensive reports including pension switches, drawdown advice, investment recommendations, and protection analysis. We use your templates or provide our own professional formats.
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Pension Switches & Reviews
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Retirement Income Planning
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Investment Analysis
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Protection Advice
Research & Analysis
In-depth product research, platform analysis, and technical calculations. We have access to professional software including Fintegrate and Exweb.
Product & Provider Research
Platform Comparisons
Cashflow Forecasting
Technical Calculations
Administration & Support
Complete back-office administration including new business processing, annual reviews, and system support. Plus training for your team.
New Business Processing
Annual Reviews
Letters of Authority
Staff Training
How We Partner with You
Our streamlined process ensures quality, consistency, and timely delivery of all your paraplanning needs.
1
Setup Partnership
Choose your monthly retainer level and we'll reserve dedicated capacity for your work.
2
Submit Your Work
Send us your cases through our streamlined submission process with all necessary client information.
3
We Deliver Quality
Our qualified paraplanners complete your work within 5 business days with thorough analysis.
4
Ongoing Support
Continuous support with questions, revisions, and process improvements as your practice grows.
Pension Switch:
£320
Annual Review:
£150
ISA/GIA:
£190
Protection:
£230
£1,000 Retainer
Ideal for growing practices building their paraplanning requirements.
+ £50 monthly service charge
Pension Switch:
£300
Annual Review:
£130
ISA/GIA:
£170
Protection:
£210
£1,500 Retainer
Perfect for established practices with regular paraplanning needs.
+ £50 monthly service charge
Transparent, Fixed-Fee Pricing
Choose your retainer level and know exactly what each service costs. No surprises, just professional results.
Why Financial Advisors Choose W2 Paraplanning
We're not just report writers - we're qualified professionals who challenge, suggest, and enhance your client propositions.
1
Chartered Expertise
Our team includes Chartered Financial Planners and Fellows of the PFS with Diploma Level 4 qualifications, ensuring the highest professional standards.
2
Rapid Turnaround
Standard 5-day turnaround with fast-track options available. We understand the importance of meeting client deadlines and maintaining momentum.
3
Professional Software
Access to Fintegrate, Exweb, Genovo and Three-sixty ensures comprehensive research and accurate calculations.
4
Dedicated Support
Monthly retainer system reserves capacity specifically for your work, ensuring consistent service levels and priority handling.
Our Mission
At W2 Paraplanning, our mission is to empower financial planners and advisors by delivering high-quality, efficient, and reliable paraplanning services. We are committed to providing seamless back-office support that enhances client service, maximizes advisor productivity, and ensures compliance. By offering tailored, cost-effective solutions, we help our partners focus on building meaningful client relationships, while we manage the intricate details of financial planning behind the scenes.