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Huntswood has supported the UK’s largest wealth manager with paraplanning services since 2007. Our dedicated team offers deep wealth planning expertise, reducing the cost of delivering advice while increasing the reach of advisers.
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 services. Our team works as a dedicated extension of the client’s business, tailored to their needs.
Over 600 advisers have submitted cases to Huntswood, forming strong working relationships with our consistent and professional team. We continuously collaborate with the client to improve policy, process, training, and service delivery.
The Results:
- 600+ cases submitted by advisers
- Market-leading quality scores:
- 99% of simple cases deemed suitable first time
- 83% suitability on defined benefit transfers
- 4.5 out of 5 service quality rating from advisers
- Continuous delivery for over 12 years