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HE Paraplanning Office

How can we help?

At Hadlow Edwards Paraplanning Solutions Ltd., we can take on your paraplanning administration to allow you and your practice to spend valuable time with your clients and your business.

Excellent service from Mark Jones and his team, from initial handover to completion of transaction. I would not hesitate to recommend.

Chris Spillane, Managing Director, Spillane & Co Wealth Management Ltd

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Why choose us?

By using Hadlow Edwards for your paraplanning solutions, you benefit from:

  1. A highly experienced team with decades of paraplanning knowledge and St. James's Place experience to support you and your practice
  2. We also operate a LMBU Principal Partner Practice of St. James's Place within the Hadlow Edwards Family. We therefore fully appreciate the paraplanning process within St. James’s Place and within the partnership
  3. We understand what it means to your business and clients to achieve high quality of documentation to support your practice's quality score
  4. We understand how important timescales are to you, your clients and your business, and we operate a fast and smooth paraplanning experience
  5. All our work is carried out in line with St. James’s Place requirements, and we constantly keep at pace with any advice, guidance, updates and process changes to support you in a smooth case transition from start to finish
  6. You will have more time to spend on what you do best for your clients and your business!
  7. Retention and recruitment of paraplanners is currently a difficult market. We can help support your business during this time

Let's work together

If you’re ready to enjoy the advantages of outsourced paraplanning, speak to a company with the knowledge, experience and commitment to support your clients and your business. We’d love to hear from you here at Hadlow Edwards Paraplanning Solutions.

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Lets work together

What our clients think

Having been a self-employed adviser for around three years, I recently took the significant step of opening my own practice. This transition brought about many changes, among which selecting the right paraplanning team was paramount. I couldn't be more pleased...

Tom O’Neill, Principal Partner, Beacons Wealth

I was introduced to Hadlow Edwards Paraplanning through recommendation from another partner. Having used a mix of paraplanners in the past I had a good idea of good and bad service, however Hadlow Edwards surpassed my highest expectations. Mark and...

Kevin Murray, Associate Partner, Director of Rhodian Wealth Management Ltd

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