Who are MB Paraplanning Solutions
MB Paraplanning Solutions was founded as a provider of high quality, bespoke outsourced paraplanning solutions to large, medium and the smaller financial advice businesses throughout the UK. With the Managing Director, Mark Brookes, having worked in various roles within the Financial Services industry over the past 18 plus years in administration, paraplanning and advising. With the continued professional development within the Financial Services industry from RDR to the more recent MiFID II Directive we understand the need to meet all of the FCA's compliance requirements set in place for Financial Advice businesses.
We understand the importance of having compliant reports whilst also adopting a personalised service for each different advice business that we cater for. The key to MB Paraplanning Solutions is our paraplanning experience within different advice models resulting in the ability to offer a tailored solution to each of our clients whilst providing excellent technical knowledge in a client friendly format.
This in depth experience and knowledge enables us to understand the time constraints placed on Financial Planners. Thus, enabling them to build and nurture their client relationships. We take care of the paraplanning/compliance side of things leaving you to concentrate on your clients.
Any queries or questions you may have, please feel free to contact us to discuss your requirements. We look forward to hearing from you.
We understand the importance of having compliant reports whilst also adopting a personalised service for each different advice business that we cater for. The key to MB Paraplanning Solutions is our paraplanning experience within different advice models resulting in the ability to offer a tailored solution to each of our clients whilst providing excellent technical knowledge in a client friendly format.
This in depth experience and knowledge enables us to understand the time constraints placed on Financial Planners. Thus, enabling them to build and nurture their client relationships. We take care of the paraplanning/compliance side of things leaving you to concentrate on your clients.
Any queries or questions you may have, please feel free to contact us to discuss your requirements. We look forward to hearing from you.
Who We Are
We love what we do and it shows. With more than 18 years of experience in the field, we know our industry like the back of our hands. There’s no challenge too big or too small, and we dedicate our utmost energy to every project we take on.
Strategies & Plans
Every customer is unique. That’s why we customize every one of our plans to fit your needs exactly. Whether it’s a small strategy or a comprehensive effort, we’ll sit down with you, listen to your requests, and prepare a customized plan.
"Cashflowing modelling has provided a valuable insight into my finances."
The use of cashflow modelling with clients has vastly increased over the past 5 plus years and as part of the ongoing review process many clients find a review of plans put in place are on track and if not what adjustments may be made to rectify the position. The added value that cashflow modelling provides clients with is unquantifiable but seemingly important to clients.
