I established IFA Reports in 2005 as a provider of outsourced paraplanning services offering both experience in the industry and a high level of technical knowledge. Up until that point, I had worked as a practicing financial planner, advising both corporate and personal high-net worth clients but a switch to paraplanning enabled me to focus on my strengths - the technical aspects of advice and clear communication to clients.
Since inception, the business has grown by offering our clients confidence that they can outsource their paraplanning requirements while maintaining high standards and without disruption of their tried-and-tested processes. We have established many long-standing working relationships with our clients, who are financial planning businesses of varying size, with a focus on many different areas of financial planning.
Feel free to contact us. I will be happy to answer any questions you might have and to discuss how our services can be of benefit to you.
