Welcome to KB Paraplanning

KB Paraplanning Services (KBP) is an outsourced paraplanning service available to financial planners.
  • We offer a professional, reliable and efficient paraplanning service.

    We offer a professional, reliable and efficient paraplanning service.

  • We offer client research and analysis, financial planning support and report writing.

    We offer client research and analysis, financial planning support and report writing.

  • Outsourcing allows you to spend more time with your clients and less time dealing with administration.

    Outsourcing allows you to spend more time with your clients and less time dealing with administration.

Our services include:-

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

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.

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Outsourcing

Outsourcing

Outsourcing allows you to spend more time with your clients and less time dealing with administration, research, report writing and compliance.

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About Us

About Us

KBP was established by Kate Banham who has been involved within the financial services industry since 1997..

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Contact Us

Contact Us

You can use our online contact form or email or telephone 0151 528 4767 or +44 604 378 9104.

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