Clear Paraplanning

Paraplanning Services For Financial Advisers

Clarity for you and your clients

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 Limited

Quality and flexibility

  • All work is completed or overseen by Mike Malkiewicz
  • We are happy to be as collaborative or as "hands off" as each adviser requires
  • Work is completed within an agreed time frame
  • Clear Paraplanning will work as a remote member of your team
  • Every adviser's clients will have their reports written in a manner consistent with their adviser's wishes
  • Clear Paraplanning’s aim is to provide customer satisfaction by keeping our client base to a manageable size

Entrust Your Files To Clear Paraplanning

Using Hermod our secure, bespoke system

  • Hermod allows you to manage your client files safely and securely
  • Case files are managed securely through your browser
  • Works from your desktop, tablet or smartphone
A simple three step process gets the ball rolling and your work underway.


Create a case


Upload your files


Mark 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 General Data Protection Regulations. 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 accessible cloud computing technology is used.

What Clients Say?

Mike at Clear Paraplanning has been used by my business for outsourced paraplanning for over three years now. Quality, speedy work and communication are excellent. I wouldn’t hesitate to recommend his services.

Mark Chiva, Director, Haverfords Independent Financial Advisers.

What Clients Say?

I have found the service of Clear PP exceptional. Mike is a consummate professional and has been a great support and inspiration for the business and myself personally. While working with Mike I feel assured he has my clients interests at heart and performs his duties to the highest standards.

Douglas Waters, CFPTM Chartered MCSI, Chartered Wealth Manager, Certified Financial Planner, Waters Financial Ltd, Shropshire.

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 Clients 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 Clients 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

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