Welcome to KB Paraplanning
Our services include:-
• Research and analysis
• Financial planning support
• Report writing
• Administrative support
• Compliance assistance
We offer a professional, reliable and efficient service enabling you to spend more time with your clients.
KBP is registered under the Data Protection Act 1998.
What We Do
We conduct client research and analysis and even obtain the necessary information from providers, in order to recommend the right product or life plan for your clients.
Outsourcing allows you to spend more time with your clients and less time dealing with administration, research, report writing and compliance.