Experienced paraplanning support for financial planning firms
Clear thinking. Clear analysis. Clear reports.
Supporting straightforward and more complex cases.
Over 25 years’ experience.
Clear thinking. Clear analysis. Clear reports.
Supporting straightforward and more complex cases.
Over 25 years’ experience.
AmesWorks, led by Lorraine Ames FPFS, a Fellow of the Personal Finance Society, offers trusted paraplanning partner services with over 25 years of experience in financial planning support within the financial services sector.
Preparation of suitability reports, research, provider comparisons, and case preparation.
Support with pension and investment cases where additional technical input is helpful.
Support for individual cases, overflow capacity, or ongoing paraplanning assistance.
Support can be arranged on both an ad hoc and ongoing basis.
Many firms start by outsourcing a single case to understand how the process operates.
There is no minimum commitment required, and all tasks are completed within your firm’s existing advice process.
It is important to note that AmesWorks does not provide financial advice directly to clients; all recommendations remain the responsibility of the advising firm.