Expert Paraplanners Dedicated to Your Success
Built on Professional Excellence
W2 Paraplanning was founded to bridge the gap between ambitious financial advisors and the technical expertise needed to deliver exceptional client outcomes.
Our team brings decades of real-world experience in financial planning, combining deep technical knowledge with practical understanding of what advisors need to serve their clients effectively.
Our Professional Approach
We're not just report writers. As qualified professionals, we challenge assumptions, make strategic suggestions, and enhance your client propositions.
Quality Assurance
Every piece of work undergoes rigorous review by our Chartered professionals to ensure accuracy and compliance.
Strategic Thinking
We don't just complete tasks - we think strategically about client outcomes and suggest improvements to your recommendations.
Partnership Focus
We work as an extension of your team, understanding your processes and adapting to your firm's unique requirements.
Professional Credentials
Our team maintains the highest professional standards in the financial planning industry.
Chartered Financial Planner (CFP)
The gold standard qualification for financial planning professionals, demonstrating advanced technical knowledge and ethical standards.
Fellow of the Personal Finance Society
Recognition of significant experience and contribution to the financial planning profession.
25+ Years Industry Experience
Real-world experience across market cycles, regulatory changes, and evolving client needs.
Professional Tools & Software
We invest in the best research and planning tools to deliver comprehensive, accurate analysis for your clients.
FE Analytics
Comprehensive fund research and analysis platform
Exweb & PPOL
Product research and comparison tools
IO Planning
Advanced financial planning and modeling software
Three-sixty
Comprehensive planning and research platform
Working Hours & Availability
We operate during standard business hours to align with your practice needs and client communication requirements.
Business Hours
9:00 AM - 5:00 PMWorking Days
Monday to FridayThis schedule ensures we're available during your busiest periods and can respond to urgent queries during standard business hours.
Get Started Today
Your Trusted Paraplanning Partner
We combine professional expertise with practical understanding to deliver the high-quality support your practice deserves.
Professional
Qualified to the highest standards
Reliable
Consistent 5-day turnaround
Strategic
We think beyond the task