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Outsourced paraplanning should always be at the ‘core’ of your business

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Group of people around a wooden table engaging in a handshake, with laptops and devices in use.

At Core Financial Paraplanning Limited, we understand that no two advice firms are the same.

That’s why we offer a bespoke outsourced paraplanning service, providing high-quality technical support tailored to the way you work and the needs of your business.

Whether you’re Independent or Restricted, Directly Authorised or an Appointed Representative, we provide flexible paraplanning solutions that seamlessly integrate into your advice process, giving you the support you need to focus on your clients and run your business with confidence.

Our philosophy is simple: keep paraplanning straightforward. We take care of the technical work behind the scenes, allowing you to spend more time doing what you do best: building relationships, delivering advice and driving your business forward, knowing that your paraplanning is in safe and capable hands.

We work closely with firms of all sizes, from sole advisers to larger businesses, including Directly Authorised firms and advisers operating through networks such as Quilter, Sense and Evergreen.

By becoming an extension of your team, we can provide a collaborative, reliable service that fits naturally into your existing processes and supports you every step of the way.

What we do

Suitability Report
Annual Review Reports
Centralised Investment Proposition
Data Gathering
Paraplanning Consultancy
Due Diligence
Find out more

What our clients say

“Hannah and her team have been invaluable, providing us with additional paraplanning capacity over the past few months. After an initial discussion to talk through a couple of examples of our reports, Hannah and her team quickly grasped what we needed, producing excellent suitability reports in a timely manner, with minimal queries along the way. I wouldn’t hesitate to recommend Core Financial Paraplanning Limited to anyone in the future.”
Sarah Ross
Sarah RossGeneration Wealth
“Partnering with Hannah and her team at Core Financial Paraplanning has been an absolute game-changer for my business. Their expertise, attention to detail, and fast turnaround have been invaluable, allowing me to focus on what I do best – serving my clients. Hannah and the team feel like a seamless extension of my team, always reliable and genuinely committed to my success. I couldn’t ask for better paraplanners!”
Taylor Beavis
Taylor Beavis Universe Financial Advice
“I have used Core Financial Paraplanning Limited for over 10 years now. They have worked on many personal and corporate cases for me, such as Pension Switches, Group Pension Plans, Group Protection solutions and Investments. They have always provided relevant research and their communication skills are excellent. I would not hesitate to recommend their services to any other Financial Advisers. They will only enhance your business and make your life a lot easier!”
Jason Bleanch
Jason Bleanch Wealth Aspirations
“I resisted outsourcing my research and paraplanning as I didn’t think I would find anyone who I could trust to deliver – I was wrong and wish I had worked with Hannah and her team years ago. The process is very slick, nothing is too much trouble and I love that I can expand and decrease capacity to fit my business needs.”
Kristen Cunliffe
Kristen Cunliffe Red Star Wealth Management
What a great team and nothing is ever too much trouble. They have been a godsend for our first year helping us every step of the way and we are so glad this relationship is continuing.”
Anthony Poole and Sam Adams
Anthony Poole and Sam Adams Adams and Poole Financial Services
“Core delivers a personal level of paraplanning support that enhances both client outcomes and my efficiency. Timescales are achieved as quoted, or quicker. I would not hesitate to recommend them to other advisers.”
Rachel Storey Rachel Storey IFA
We have been working with Core Financial Paraplanning for a few months now and couldn’t be happier. Hannah and the team have been fantastic, taking the time to understand our business and working at our own pace without any pressure. They are now an integral part of our team, freeing us to focus on our clients.
Harry Thiel
Harry ThielWealthWave Financial
“We have been working with CFPL for a number of years now, and they have become a valued partner of ours. The quality of their paraplanning work is consistently excellent, and they have always demonstrated a high level of professionalism, technical knowledge and attention to detail. We would have no hesitation in recommending CFPL to any financial planning firm looking for a trusted, knowledgeable and dependable paraplanning partner.”
Liviu Bocancia
Liviu BocanciaWelsh & Taylor Wealth
“We have worked with Core Financial Paraplanning since becoming directly authorised and have found the team professional, responsive and easy to work with. Hannah and the wider team are approachable, collaborative and always willing to help when additional support is required.”
Martin Welsh
Martin Welsh Welsh & Taylor Wealth
"Friendly, knowledgeable, and genuinely full-service. Core Financial Paraplanning Services handle every aspect of paraplanning with precision and professionalism, producing high-quality, compliant reports that support my advice from start to finish. Their expertise saves me time and gives me complete confidence in the technical detail. A brilliant team I’m proud to recommend."
Andy McGrath
Andy McGrathQuilter Financial Advisers

Celebrating paraplanning

We’re proud to celebrate the successes of our team through industry awards and shortlistings. These achievements reflect our commitment to excellence and reinforce why advisers choose Core Financial Paraplanning Limited as a trusted partner.

Professional Paraplanner Awards 2026 shortlisted Paraplanner Team Leader of the Year in bold white on yellow background.
Professional Paraplanner Awards 2026, shortlisted Administrator of the Year, yellow background.
Professional Paraplanner Awards 2024 Winner, Paraplanner Team Leader of the Year in yellow text on a bold background.
Women in Financial Advice Awards 2026, Finalist text on purple background with logo.
Professional Adviser Women in Financial Advice Awards 2024 logo above the text "FINALIST" in bold white letters.
Yorkshire Financial Awards 2023, winner title and "Director of the Year" displayed prominently.
Grosvenor House, Central London, March 19, 2026; text indicates "2026 FINALIST" in Great British Workplace Wellbeing Awards.
Group of people celebrating with raised hands, text reads "FINALIST Small Financial Business of the Year.
FINALIST for Employer of the Year at Yorkshire Financial Awards 2025, with celebratory gestures from multiple individuals.
Yorkshire Financial Awards 2024 logo with text "FINALIST" and "Employer of the Year" on a purple background.
Yorkshire Financial Awards 2024 finalist announcement for Employer of the Year in purple text.

Frequently asked questions

No two advice firms are the same, which is why we offer a flexible range of paraplanning services designed around your needs. From complete start-to-finish cases and standalone research reports to annual reviews and data gathering, we’re here whenever you need an extra pair of hands.

We can also help with wider business projects, including the creation or review of your Centralised Investment Proposition (CIP) and Centralised Retirement Proposition (CRP), due diligence documentation and process reviews.

We understand how important timely support is, which is why we aim to complete our cases within 8 working days of receiving a full and complete file.

If any information is missing at the start, we’ll endeavour to let you know within 48 hours of receiving your case.

Should we anticipate a longer turnaround for any reason, we’ll communicate this as early as possible and keep you updated throughout the process.

We believe in transparent, straightforward pricing.
The majority of our paraplanning work is charged on a fixed-fee basis, with cases starting from as little as £250 + VAT.

Annual reviews are charged at an hourly rate of £75 + VAT per hour. We’ll always be clear about costs from the outset, so there are no surprises.

Read all FAQs

Trusted Partners

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  • Birkdale Walk
    Alwoodley, Leeds
    LS17 7SX