Alpha

Alpha Paraplanning

Alpha Paraplanning has been providing business support to the IFA community nationwide since 2012. From our base in Bristol, we provide high quality suitability letters, analysis and research which can be tailor-made to your particular needs.

About Alpha Paraplanning

We are an Outsourced Paraplanning company, offering a comprehensive range of paraplanning services to the IFA community. We can provide needs analysis and a bespoke suitability report which aims to delight both you and your clients.

We believe in working in partnership with our IFA clients. We have a strong track record of delivering high quality paraplanning work since the beginning of 2012. We are highly professional and aim to leave no stone unturned!

I have used Alpha Paraplanning for a number of years now and have to say that they have completely changed the way I run my business. I now concentrate on client acquisition and servicing and all reports are written for me. This has been beneficial for the business and also for me as business owner since I also get to spend more time with family.

Christopher Wicks, Chartered Financial Planner

Bridgewater Financial Services Ltd

       Our services include the following:

  • Holistic Financial Planning
  • Retirement Planning
  • Transfer Value Analysis
  • Post-Age 55 Retirement Options
  • Group Pensions and Auto-Enrolment
  • Savings and Investment Planning
  • School Fees Planning
  • Personal and Family Protection
  • Estate Planning

       Our Principal aims are:

  • To understand and adopt the philosophy underpinning your firm's approach to financial planning.
  • To help give you more control over your time management. Usually this is achieved by assisting with the research and report writing functions of your firm.
  • To provide you with an excellent service.
  • To offer interesting and imaginative solutions for your clients.
  • To help give you extra value to your clients through the provision of regular portfolio reviews.