Huntswood has supported the UK’s largest wealth manager with paraplanning services since 2007. Our dedicated team offers deep wealth planning experience, and reduces the costs of delivering advice while increasing the reach of advisers.
"BEFORE USING HUNTSWOOD, I HAD NEVER USED A PARAPLANNER, PREFERRING TO DO ALL THE WORK MYSELF. I NOW FIND I CANNOT DO WITHOUT THEIR SERVICE."
SENIOR ADVISER, LEADING WEALTH MANAGEMENT FIRM
Delegate administrative work to paraplanners and spend more time with clients
Ensure that every function in your business is connected, effective and successful
Case Management Systems and Technology
Technology solutions for any operation, ready to be deployed
Driving Cost Efficiencies
Cutting costs doesn’t have to mean cutting service
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