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Clear Paraplanning
Clarity For You And Your Clients

PARAPLANNING SERVICES FOR FINANCIAL ADVISERS

Welcome to Clear Paraplanning Limited

SUITABILITY REPORTS FOR BUSY FINANCIAL ADVISERS

The core business of Clear Paraplanning is to provide clear financial planning and suitability reports in our customers' existing house styles. Our aim is to enable advisers to concentrate on their clients. Clear Paraplanning is not authorised and does not provide financial advice.

Bespoke System

Secure Uploads

Your Styles

Clear Paraplanning Services

utilising our secure digital solution

Clear Paraplanning can assist its customers with the following on an ongoing or individual project basis:

Financial Planning

Preparation of financial planning reports using the customers existing house styles. Providing evidence for assumptions and calculations.

Suitability Reports

Preparation of financial suitability reports using the individual customers existing house styles.

Cash Flow Forecasting

Preparation of cash flow forecasting presentations for lifetime or post retirement financial planning.

Due Diligence

Due diligence for outsourcing investment management and platforms.

Investment Portfolios

Research and assistance in the construction and maintenance of model investment portfolios.

Documents and Processes

Design of client facing reports and literature and internal process documents.

All the above services are individually tailored and priced on request.

Clear Paraplanning Limited

Clear Paraplanning Limited

Quality and Flexibility

All outsourced paraplanning is completed or overseen by Mike Malkiewicz and is completed within an agreed time frame. Clear Paraplanning feel it is important to know each customer and will take the time necessary to familiarise with their systems and processes so that we may work with them as a remote member of their team. Every adviser and the way in which they work is different, we are happy to be as collaborative or as "hands off" as each adviser requires. We have access to a number of high quality research systems to assist in report writing and research selection but these are by no means a default and every adviser's clients will have their reports written in a manner consistent with their adviser's wishes.

Entrust your files to Clear Paraplanning

Using Our Secure, Bespoke System

Clear Paraplanning's bespoke system allows you to manage your client files safely and securely, no dropbox, googledrive or any other public file transfer service here. Once logged in to the system, you can manage case information and case files securely through your browser. Once the case is marked as ready, work will commence upon the report creation and upon completion all reports will be returned and available for download.

How It Works

A simple three step process gets the ball rolling and your work underway.

1. Create A Case

2. Upload Your Files

3. Mark Case As Ready

With Security In Mind

Above and beyond data protection

Security of customers' clients' data is of paramount importance and great care is taken to ensure it is transmitted and stored safely and in accordance with data protection principles. Clear Paraplanning has invested in bespoke technology which ensures the security of client data whilst in its possession and in transit. No third party software or publicly accessable cloud computing technology is used. Ease of use is also a priority and each adviser will receive personalised log ins to the secure business area of the Clear Paraplanning website. Client data is held by Clear Paraplanning only for as long as is necessary to complete the work in hand. We seek to provide an excellent, bespoke service for a few, rather than a "solution" for many. Above all, we wish to enjoy what we do and we would also like our customers to enjoy what we do too.

Enquire About The Clear Paraplanning Solution

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What clients say?

Clear Paraplanning now complete all of my Suitability Reports and Research for my client matters. I would recommend them without hesitation, the quality of the Paraplanning services are actually way beyond what you would normally expect from a Paraplanner.

Andy Brooks, APFS, Cert CII (MP&ER), Chartered Financial Planner, Brooks Wealth.

What people say?

"I have used Mike's para-planning services and can confirm his work is of a very high standard. The research is detailed and the suitability letters produced are professional and in language my clients understand. I would not hesitate in recommending Mike's services to any interested party."

Simon Blanchard, Independent Financial Adviser.

What people say?

"Mike is a very knowledgeable and experienced Paraplanner, this comes through in the work that he does for me so that I can provide research and a letter to my client that I am confident to be as good as any service in the country. In particular Mike has knowledge and skills in investing and pensions that sets him apart from others."

Eamonn Dorling, Senior Independent Financial Adviser, Brooks Wealth Management

Our contact information

Contact Clear Paraplanning

If you wish to contact Clear Paraplanning we would be happy to arrange a meeting, call or simply reply to your email.

Call us from 9 am to 6 pm

07925 203 590
Clear Paraplanning