Explore what we offer at Paraflo
No two advice firms work the same way, so we keep the options simple. You can pay as you go, or take a monthly retainer if you'd like more certainty. We work with IFAs, wealth management firms, firms without an in-house paraplanner, and teams who just need extra capacity when things get busy.
We'll take the time to understand how your firm works, then fit around it. Outsourcing runs best when we both know what to expect, so we'll agree how things work at the start. Full details of services, pricing and typical turnaround times are in our fees and services schedule.
We support advice across:
Mortgages
Protection
Investments
Pensions
Paraflo is a Quilter Accredited Firm, recognised for meeting Quilter's standards of technical knowledge across wealth and mortgage advice.
Our Story
Paraflo was founded by Ellie Bailey, who went into financial services straight from school through a business administration apprenticeship. That early start gave her a close view of how advice firms run behind the scenes. She found her way to paraplanning because she likes the mix of technical detail, structure and helping advisers get good outcomes for clients.
Before starting Paraflo, Ellie led a paraplanning team, managing and supporting 14 paraplanners while still writing her own reports. It taught her a lot about workflow, quality control and capacity, and about how much the people side matters when you want consistent work.
Ellie holds the Level 4 Diploma in Financial Advice, the Diploma in Paraplanning (LIBF) and CeMAP, plus training in mental health first aid and Consumer Duty. She has also completed a Level 5 operations and leadership apprenticeship with CMI, and has spoken for the Paraplanners' Assembly on leading paraplanning teams.
Paraflo is built on clear communication, honest boundaries and good working relationships. We'd rather build something lasting with you than just send reports back and forth.
Our Services
Pay-as-you-go
No minimum spend and no commitment. You're only charged for the work you send over in each billing period, which suits firms with ups and downs through the year or who prefer to choose when to use support.
Monthly retainer
If you'd like more predictable support, a retainer reserves capacity for you each month and gives you a discount on our standard rates. You get priority access, predictable monthly costs and an easier time planning your workload.
There are three levels: Base, Core and Plus. Base is the minimum level for a retainer, with a 2.5% discount. Core (5%) and Plus (10%) reserve more capacity and give bigger discounts.
Anything over your monthly allowance is charged at your retainer's discounted rate, so costs stay predictable as your workload grows.