110 Pure Offices, Kembrey Park, Swindon, Wiltshire, SN2 8BW
What we do?
How can Pure Paraplanning help you?
How can Pure Paraplanning help you?
Our Advisers would happily agree that we have:
- Massively increased their profits
- Helped reduce their stress levels
- Enhanced their quality stats
- Improved their time management.
- Given foundation to grow their business
Please visit our Testimonial page where you can find recent reviews from Quilter and their Advisers.
How can Pure Paraplanning help you?
How can Pure Paraplanning help you?
How can Pure Paraplanning help you?
Pure Paraplanning provides a highly reputable and reliable outsourced Paraplanning service where you can trust us to produce robust, transparent and compliant suitability reports and research that meet the guidance set out by the Quilter Financial Planning Network, meaning that you can spend more time in front of prospective and current clients.
Our large team work closely with many of Quilters Top 100 practices, providing full support or simply integrating as part of their existing Paraplanning team.
What about the Pure Paraplanning team?
What about the Pure Paraplanning team?
What about the Pure Paraplanning team?
Our team have been providing traditional and complex Paraplanning support on behalf of Quilter Financial Planning since 2013.
We fully understand the Quilter protocols and criteria needed to produce a compliant suitability report and file that outlines your advice in the most simplistic and transparent manner.
We consistently help all our Advisers meet Quilter quality standards with Wealth and Defined Benefits cases scoring 'Right First Time' on more than 99% of their cases.
Our unique structure means we can handle extremely large volumes of cases with high efficiency and having dedicated specialists means we have experts in every process, ensuring quality maintains at the highest of standards. We often help our Advisers complete complex cases within extremely tight time frames.
With more than 300 years of financial services knowledge and Paraplanning experience, each and every member of our team prides themselves on communication, quality and efficiency.
All of our Defined Benefits Paraplanners are Level 4 Diploma Qualified and hold at least AF3/AF7/G60 or equivalent as a minimum and also range from fully Chartered to Fellowship level.
Our team undertake regular Quilter training to maintain knowledge and consistency and we are frequently a touch point for our advisers looking for guidance or a second opinion.
What about the Pure Paraplanning team?
What about the Pure Paraplanning team?
Our ethos is simple - to provide a quality, efficient and effective Paraplanning service that you can trust time and time again.
- Work exclusively with Quilter Advisers.
- One of the original Quilter Paraplanning companies.
- Accredited Quilter Paraplanners (2023 & 2024)
- >250 DB cases approved by Quilter in 2023
- >30 Wealth cases approved by Quilter per week
- >99% Right First Time stats across the board
- >Average of 0.98 outcomes per case submission
- >High suitable first time rates
- >10 years of Quilter Wealth experience
- Full knowledge of all Quilter protocols
- Proactive approach to working with Advisers
- Friendly and approachable team
- Quick turnaround times
- Flexibility to meet tight deadlines
- In-house Administration support service
Look out for us on the Quilter Defined Benefits Masterclass!
Copyright © 2023 Pure Paraplanning Ltd - All Rights Reserved.
Company registration Number: 10643313
VAT registration Number: 342719792
Data Protection - ICO Number: ZA657783
Managing Director: Lee Hanlon