Pegasus Paraplanning

Why Pegasus Paraplanning?

Seamless Integration

Every firm works differently. I adapt to your current systems, templates and processes rather than asking you to adapt to mine.
Free Up Your Time

By handing me the time-consuming technical and administrative work, you get more time back to spend with your clients.
Exceptional Reports

Balancing regulatory compliance with your business objectives isn't always straightforward. With six years' experience in paraplanning, I help you deliver suitable advice promptly and confidently.
Cost-Efficient Solutions

An in-house paraplanner is a significant fixed cost. Working with me, you only pay for what you need, when you need it — suitability reports, research, calculations and recommendations, without the overhead.
A Seasoned Professional

I hold Level 4 qualifications, I'm currently working towards Chartered status, and I stay on top of my CPD — so the technical work behind your advice is in safe hands.

Testimonials

I'm thrilled to provide a positive testimonial for George at Pegasus Paraplanning. They have been a pleasure to work with, displaying exceptional reliability and outstanding communication skills throughout. Their ability to understand our specific needs and deliver high-quality results has been invaluable. I highly recommend their services to anyone in need of paraplanning support.”

Zoe Lloyd - HCI Financial Services
George worked alongside our in-house team of paraplanners for a couple of months and fitted in seamlessly. He was proactive, enthusiastic and knowledgeable both in how he approached writing the reports but also in his communication with advisers, paraplanners and administration colleagues. I found that George would follow instructions, ask appropriate questions and where required use his initiative to ensure cases did not get ‘stuck’. He was quick to pick up the back office system and processes so that our records were accurately maintained. Overall, the feedback from my colleagues was that George was a pleasure to deal with, had a high level of technical knowledge and always acted professionally. Also importantly, George demonstrated that he kept the client at the centre of his approach to the work. I would highly recommend George and would work with him again.

Ruth Lippiatt - Gale and Phillipson

My Services

Suitability Reports

I produce tailored suitability reports using your in-house systems and templates, so they read as a natural extension of your own work.
Thorough Research

My research is geared towards ensuring your clients receive advice that genuinely fits their circumstances.
Personalised Support

I take the time to understand your specific needs, and keep you updated on progress throughout each case.
Quick turnaround

I work quickly and efficiently, and can prioritise urgent cases when you need me to.

Seamless Integration