ABR Paraplanning delivers meticulous financial planning support to UK firms, transforming complex data into actionable, FCA-compliant strategies. From cashflow modelling to pension analysis, we ensure your client recommendations are robust, tax-efficient, and audit-ready—freeing your team to focus on advisory relationships.
Our financial planning support extends beyond report generation—we act as an extension of your team. Whether you require in-depth retirement cashflow analysis, inheritance tax planning, or complex pension transfer comparisons, we combine technical precision with clear, client-friendly documentation. Every recommendation is backed by rigorous research and cross-referenced against the latest FCA guidelines, ensuring your firm maintains full compliance while delivering exceptional client outcomes.
Designed to adapt to your firm’s needs, our services scale seamlessly during peak periods like tax-year end or sudden client onboarding surges. With secure cloud-based workflows and integrations with leading platforms (e.g., Intelliflo, Moneyinfo), we eliminate bottlenecks while maintaining data integrity. The result? Your advisors save 10+ hours per week, clients receive faster turnarounds, and your business gains a competitive edge through operational excellence.
Tailored cashflow modelling and scenario planning aligned with client objectives, ensuring every recommendation is purposeful and evidence-based.
FCA-ready reports, including suitability reviews and pension transfer analysis, with built-in compliance checks to mitigate risk.
Holistic plans covering ISA management, IHT mitigation, and drawdown strategies to maximize long-term wealth preservation.
