Alpha

I have been a client of Alpha Paraplanning  since 2013 and would recommend them to other Financial Planners searching for an Outsourced Paraplanning service .  The company headed by Richard Simmonds is highly professional with his reports being  tailored specifically to our style.  We believe in full financial planning and his ability to utilise the merits of software such as Truth, FinaMetrica and Selectapension make him a valuable resource.

It is important that we can share our ethos and values which are then embedded in his work. Alpha Paraplanning are adaptable and will grow as the financial planning company grows, adapting to change within the business being an important facet when considering outsourcing. Richard is a good listener and reports are provided on a timely basis. He has recently been instrumental in devising and developing a strategy for auto enrolment allowing us to concentrate on the acquisition of new business in this area. Richard has strong levels of knowledge and this is highly beneficial when using a Paraplanner of any kind.

In summary I would endorse Alpha Paraplanning as a highly competent and professional company who will be a valuable resource for any Financial Planner.

Minesh Patel

Chartered Financial Planner & Director

EA Financial Solutions Ltd

 



 

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 & Director

Bridgewater Financial Services Ltd

 

 


 

 

We have worked with Richard Simmonds at Alpha Paraplanning for the last six months and can testify to his excellent attention to detail. He always carries out a thorough analysis and has high knowledge levels for investment portfolio planning and pension funding. He consistently works to tight deadlines and is a pleasure to deal with.

Adam Steger

Wells Financial Ltd, Royal Tunbridge Wells

 

 

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Having worked with Richard on more than a dozen cases, he has demonstrated a high level of professionalism and expertise working with a number of highly complex cases. Richard is a proficient paraplanner with an acute eye for detail and a great capacity for learning. Richard turns around cases very promptly and provides an all-round first class service. I would not hesitate to recommend Richard to any financial adviser.

Christopher Hindle

Jones Hill IFA, Bradford-on-Avon