zedpath

Paraplanning Services - United Kingdom

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Looking for paraplanning experts in the UK? Zedpath offers a full range of UK paraplanning services designed to provide the professional and financial advisory support needed to execute the critical aspects of financial planning.

 

Our paraplanners are familiar with current tax and accounting laws, financial planning methods and techniques. We take the time to get to know each client and their specific business needs in order to create the perfect solution fit for expansion.

What We Offer

  • Financial Reports: Preparation of legally binding financial reports such as Statements of Advice (SOA), Record of Advice (ROA), and related business documents.
  • Investment and Portfolio Management: Provide professional advice on investment strategies and manage client portfolios to generate the best returns.
  • Retirement and Estate Planning: Advised clients on estate planning, pension planning and retirement savings to protect their financial assets.
  • Market Research and Analysis:  Conducting comprehensive market research and analysis to support informed investment decisions.
  • Customized Financial Solutions: Individual client objectives and risk preferences are considered to develop customized financing solutions, including financing structures and strategies.

Suitability Report

We specialize in crafting structured reports that conduct a thorough assessment of your financial circumstances, objectives, and goals. 

Our team excels in simplifying intricate financial concepts, ensuring clear and comprehensive explanations.

In many cases, we include functions like “What if?” – allowing users to model different scenarios for making informed decisions.

All our recommendations are based on our extensive experience in paraplanning and the quantitative analysis essential for making financial choices.

  • 10+ Years Of Experience

Admin & Research

We offer different administration support to the advisers including:

Here when you need us

Whatever engagement model suits you—from fixed price to full-time resources—you pay per job and only for what you need.

Incredibly well-trained

UK qualified accountants and ACCA accredited staff. We’ve developed an internal qualification system mapped against UK standards.

UK-based managers

Our UK-based managers have an in-depth experience in your industry - they support you to get the best out of our resources.

ISO-certified security

Our practices are ISO 27001 certified and GDPR compliant, so the integrity and security of every piece of data is bulletproof and beyond doubt.

Realtime job tracking

Track your jobs realtime with better visibility than traditional onsite staff using our job portal to facilitate collaboration and accountability.

24/7 dashboards

Log into your dashboard to monitor job progress and performance—both in the moment and across time—for fast data and control.

We've pioneered a unique engagement model for your peace of mind

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