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Outsourced Paraplanning

Welcome to Richmond Paraplanning
Outsourced paraplanning and support services for Financial Advisers across the UK.
Our Paraplanning Services

Supporting Individual Advisers

If you’re a Financial Adviser who works alone, we can provide you with the bespoke and dedicated support you need so that you can spend more time with your clients.
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Supporting Companies

If you’re a company or a group of Financial Advisers and you already have a support team, we can provide additional help and expertise as and when needed.
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The SalterGuide Ltd

Georgina has provided invaluable paraplanning support. Her work is of high quality and she is a pleasure to deal with.

Wardour Financial Planners

Georgina has proved to be invaluable to us. She is a pleasure to work with and always delivers to an exceptionally high standard. I consider her to be an integral part of the Wardour support team and would recommend her unreservedly.

Rachel Panteney

Georgina Richmond is a delight to work with. I instructed her to carry out some reports and not only were they returned to me quicker than expected, they were exactly as I needed. A beautiful piece of work! Thank you.

Luke Hurley

Really happy with the standard of the work and the speed of service. Would 100% recommend.

A Girardi – Barfield Financial Advisors Ltd

Ever since working with Georgina she has been a breath of fresh air. Knowledgeable, approachable, affordable and always on hand to offer superb external paraplanning assistance, both on an adhoc and/or regular basis. She has been a massive help to the financial planning side to our business, particularly at a time where I was feeling overwhelmed with having to do both the advice and the technical side of the job, whilst also the juggling of the day to day running of it all. I would definitely recommend Richmond Paraplanning Service for anyone in need!

We Plant Trees

At Richmond Paraplanning we have partnered with One Tree Planted to make a commitment to reforestation.

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