Root Paraplanning
Financial Services in London, Greater London
Financial Services
Financial Services in London, Greater London
Financial Services
10 Bolt Court, 3rd Floor,
London ,
Greater London
EC4A 3DQ
UNITED KINGDOM
The role of a modern-day paraplanner goes far beyond the traditional research, analysis, and preparation of financial plans and recommendations. As Chartered Paraplanners, we bring over 12 years of experience in the industry, working closely with advisers and addressing issues such as financial modelling, compliance and regulation, workflow management, client communication, and in-depth analysis.
0191 6224928
Worldwide > United Kingdom > London > Financial Services