Taking care of the compliance requirements, freeing up your time to deal with clients!
Let's turn your ideas into reality.
Some of Our Features
Save time
With our services and solutions, you’ll save time when you most need it, while serving your customers.
Grow your business
Watch your profits and efficiency soar. You’ll expand faster than you ever thought possible.
Friendly support
Our support team is here to ensure that everything runs smoothly, so you can get on with other issues.
Easy to edit
You’ll find it easy to make important changes, hassle-free and instantly. Our sercvices and solutions are also super simple to use.
Who we are
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.
Flexible Paraplanning and Administration Support to suit you and your business.
We can adapt our service to suit your requirements on a case by case basis.Frn your ideas into reality.
Timely, Accurate and Cost effective solutions.reality.
Why us!
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.
We want to hear from you
Send us your details and we’ll get back to you to schedule a time to talk.
