At Paraflo, we know the difference that reliable, high-quality paraplanning support can make to an adviser’s business. Our service is built on first-hand experience — not only as paraplanners working in-house, but also in management roles where we’ve overseen outsourced paraplanning relationships. This gives us a unique perspective on both sides of the process, and a clear understanding of what works (and what doesn’t) when it comes to providing effective support.

With several years of in-house paraplanning experience, we’ve developed the technical expertise and attention to detail needed to produce clear, accurate, and compliant reports. At the same time, our management background means we understand the wider challenges advisers face, from balancing workloads to ensuring consistency across client outcomes. By combining this insight with a flexible outsourced model, we’re able to offer a service that feels like a natural extension of your team — dependable, efficient, and tailored to the way you work.