“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
Generation 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
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
Wealth Aspirations
“We have only used Core Financial for a short time to see us through a particularly busy period but have found them to be extremely efficient and helpful, freeing up time for us to be more productive and relieving us from certain stresses of a building backlog. They have always been very professional and communicated with us along the way to ensure the best outcome for each piece of work they have undertaken. We are very pleased with what Hannah and the team have achieved for us and will continue to use their services going forward. I have no hesitation in recommending Core Financial Paraplanning to another financial adviser seeking assistance.”
Kim Young
Antrams Financial Services
“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
Red Star Wealth Management
“Hannah and the team at Core Financial Paraplanning are a pleasure to work with. They have provided me with paraplanning support for nearly a year and made a big difference to my business. They have assisted me with everything from letter of authority processing to providing a full financial planning report complete with cashflow modelling. They are efficient, professional and trustworthy, I highly recommend them to anyone considering outsourcing their administration/paraplanning”
Michelle Boakes
Verve Financial Planning
“If you’re serious about growing and remaining in Financial Services, then you need to be serious about choosing the right people to help you do that. Having the right team of Paraplanners is indispensable in meeting your own goals and objectives. Working closely with Hannah and the team at Core Financial Paraplanning Limited has helped our business become more productive, efficient, compliance and more professional in front of our clients. The services provided to us by Core Financial Paraplanning Limited represent really good value for money as we see their services as an investment in ourselves.”
Michael Madden
Compass Financial Associates
“I have known and worked with the team at Core Financial Paraplanning Limited for a very long time but during the last 10 years, they have reshaped my own business. By working with Hannah and her team, I have been able to expand my business whilst only doing the things that I, as a Financial Planner, can do, whilst the rest of the process is down to Core Financial Paraplanning Limited. Without their help, my business would not be where it is today, and I would have remained as an extremely small one-man band.”
Chris Wheatman
Advice Matters Financial Planning