The Challenge: The client needed a secure, scalable, and high-quality paraplanning solution that could deliver consistent service, improve adviser efficiency, and maintain exceptional standards of suitability across complex cases. The Solution: Huntswood provides an end-to-end paraplanning service, including secure office space, Level 4-qualified professionals, expert management, and all associated support
The Challenge: The bank faced regulatory pressure to improve collections processes and customer outcomes. It required rapid deployment of skilled resources with technical knowledge of repayment plans, IVAs, bankruptcy, and forbearance options, as well as strong communication and empathy skills to support vulnerable customers. The Solution: Huntswood designed and managed