Streamlined Financial Compliance & Back-Office Support
Streamlined Financial Compliance & Back-Office Support for UK Advisors
About Us
ABR Paraplanning provides FCA-compliant back-office solutions to UK financial advisors and wealth managers. With 4 years of expertise, we handle compliance, investment administration, and risk management – delivering accuracy, efficiency, and peace of mind.
we empower UK financial advisors and wealth managers with meticulous back-office solutions. From FCA compliance to seamless investment administration, our expertise ensures your operations run smoothly while mitigating risks. Think of us as your silent partner—handling the complexities so you can focus on client relationships and business growth.
FCA, MiFID II, and AML compliance checks to keep your firm audit-ready.
Seamless investment admin and reporting – free up hours each week.
Seamless investment admin and reporting – free up hours each week.
Services
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ABR Paraplanning delivers precision financial administration and compliance support for UK advisors and wealth managers. From FCA-ready reporting to investment portfolio management, we provide the robust back-office infrastructure that keeps your firm efficient and audit-proof.
In every dream lies a path waiting to be discovered.
The Smartest Operational Decision You’ll Make
Strategic
Tailored financial strategies designed to align with your unique goals and regulatory requirements.
Strategic financial planning designed to deliver sustainable, long-term growth for your clients’ portfolios.
Specialist Financial Support Services
Documentation, client file audits, and ongoing compliance monitoring.
