Pegasus Paraplanning

Outsourced Paraplanning

Why Pegasus Paraplanning?

Seamless Integration

Every company has unique needs. We adapt our services to work to your current systems and requirements.
Free Up Your Time

By delegating time-consuming technical and administrative tasks to our paraplanners, you gain more time to engage with your clients.
Exceptional Reports

Balancing regulatory compliance with business objectives can be challenging. Leveraging the expertise of our highly experienced paraplanners allows you to deliver suitable advice promptly, ensuring seamless business operations.
Cost-Efficient Solutions

Employing in-house paraplanners can be expensive. Outsourcing this service means you only pay for what you need when you need it. Our paraplanners can prepare suitability reports, conduct research and calculations, and provide client recommendations, all while keeping your costs down.
Seasoned Professionals

Our paraplanners boast extensive experience in the financial services industry, particularly in the paraplanning field. They hold qualifications of at least level 4 and stay updated through Continued Professional Development.

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

Our Services

Suitability Reports

We produce tailored suitability reports. utilising your in house systems and templates to ensure continuity.
Thorough Research

Our research is geared towards ensuring your clients receive advice that perfectly aligns with their unique requirements.
Personalised Support

We collaborate closely with you to grasp your specific needs. We then provide regular updates on the progress of your clients' reports.
Quick turnaround

We work quickly and efficiently and are able to prioritise urgent cases if necessary.