• Home
  • Why Outsource?
  • Our Services
  • Fees
  • Contact Us
  • Login
  • More
    • Home
    • Why Outsource?
    • Our Services
    • Fees
    • Contact Us
    • Login
  • Sign In
  • Create Account
  • My Account

  • Signed in as:

  • filler@godaddy.com

  • My Account

  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Why Outsource?
  • Our Services
  • Fees
  • Contact Us
  • Login

Account

  • My Account

  • Sign out

  • Sign In
  • My Account
data:image/gif;base64,R0lGODlhAQABAAD/ACwAAAAAAQABAAACADs=

Bespoke Paraplanning. More Time. Less Stress.

Bespoke Paraplanning. More Time. Less Stress.Bespoke Paraplanning. More Time. Less Stress.Bespoke Paraplanning. More Time. Less Stress.

Spend more time with clients and less time buried in paperwork

Speak to us now

Bespoke Paraplanning. More Time. Less Stress.

Bespoke Paraplanning. More Time. Less Stress.Bespoke Paraplanning. More Time. Less Stress.Bespoke Paraplanning. More Time. Less Stress.

Spend more time with clients and less time buried in paperwork

Speak to us now

About Me

I'm Dan - creator of Bespoke Paraplanning. I began my company to help support advisers when they need it most. Since starting my journey in Financial Planning over half a decade ago, I've supported advisers increase their FUM by over £50 million.
 

If you require immediate support for report creation or a technical support function, then please get in touch - I'll be happy to help.

Why Outsource?

Why Outsource?

Why Outsource?

The industry has come a long way since 'Reasons Why' letters, and the introduction of RDR in 2012 paved the way for the professional industry we have today.


While fantastic for clients, this has left advisers struggling to cope with the demands of supplying Suitability Reports and providing bespoke technical advice.


Bespoke Paraplanning all

The industry has come a long way since 'Reasons Why' letters, and the introduction of RDR in 2012 paved the way for the professional industry we have today.


While fantastic for clients, this has left advisers struggling to cope with the demands of supplying Suitability Reports and providing bespoke technical advice.


Bespoke Paraplanning allows advisers to enjoy the best of both worlds.


Save time and money by outsourcing your paraplanning today.

Find out more

Who We Are

Why Outsource?

Why Outsource?

Bespoke Paraplanning was created by experienced paraplanner Daniel Oakes to address the shortage of support for advisers in providing quality, affordable technical paraplanning solutions. 


Since graduating in 2008, he has spent his entire career in financial services. He first worked with a major retail bank, before achieving his Diploma i

Bespoke Paraplanning was created by experienced paraplanner Daniel Oakes to address the shortage of support for advisers in providing quality, affordable technical paraplanning solutions. 


Since graduating in 2008, he has spent his entire career in financial services. He first worked with a major retail bank, before achieving his Diploma in Financial Planning in 2015 with the CII. This led to a role as a Pension Transfer Specialist in 2019.


He has overseen the creation of more than £50 million in additional FUM for advice firms with £20 million of this via Defined Benefit Transfers. He has also supported advisers in providing Investment, Retirement and Estate Planning solutions.





Our Services

Why Outsource?

Our Services

We offer a comprehensive service that covers straightforward ISA top-ups to complex Defined Benefit Transfers - and everything in between.


We take care of technical research and lengthy Suitability Reports, allowing you to focus on your clients.

Find out more

Fees

Our Process

Our Services

You can enjoy a service that not only values your time, but also your bottom line. 


You only pay for what you need. Costs are transparent, competitive and agreed in advance. No hidden fees, no nonsense. 






FIND OUT MORE

Our Process

Our Process

Our Process

There are no lengthy forms for you to fill in - simply tell us what's required, agree a price and we get to work. Everything will be delivered within the agreed timescales.


An express service can also be booked if you find yourself short on time - we know how fast-paced this industry can be!

Contact Us

Our Process

Our Process

We are always here to help, whatever the question.


Email Dan@bespoke-paraplanning.co.uk or check out our full contact details below.

FIND OUT MORE

Blog

Contact Us

We work hard to give you more time to spend with your clients.


That's why you can contact us however you prefer. Simply call, email, WhatsApp or leave us a message via the contact form. 

Message us on WhatsApp

Bespoke Paraplanning

Mobile: 07780003717 Office : 01792 510387 Email: Dan@bespoke-paraplanning.co.uk

Opening Hours

Monday to Friday: 8am - 6pm

Saturday: By appointment

Sunday: By appointment 

Request A Consultation

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel
Bring the best paraplanning service to advisers. Letting advisers advise clients and get on with wha
  • Privacy Policy

Copyright © 2020 Bespoke Paraplanning All Rights Reserved.


Bespoke Paraplanning is a trading name of Swansea Financial Solutions Limited. Registered in England and Wales no. 12844951



This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept