About Us

Qualified. Experienced. Diligent.

Root offers outsourced paraplanning services that are tailored to meet the specific needs of financial advisers and their firms. Provided by qualified paraplanners boasting extensive industry experience, we take pride in delivering suitability reports that not only meet the highest standards of quality but also seamlessly align with your existing branding and operational processes.

One of the core services we provide is the production of suitability reports. We recognise that composing meaningful suitability reports is a complex and time-consuming task, requiring a deep understanding of the ever-evolving financial landscape. We pride ourselves on being well-versed in the intricacies of financial planning, investment strategies, and regulatory requirements. We ensure that every suitability report we create conveys your intended plan, supporting effective communication with your clients.

In addition to suitability reports, we offer comprehensive technical support. We delve into the nitty-gritty of financial planning, undertaking extensive research, performing complex calculations, and conducting in-depth analyses of plan data. Our support services enable you to make well-informed decisions and provide your clients with the best possible financial guidance.

Adding value to your business.

We understand that as a financial adviser, your time and energy are precious resources. The demands of the profession often involve balancing administrative tasks, compliance requirements, and maintaining relationships with your clients. Root's integrated paraplanning solutions are designed to alleviate the burden of the more time-consuming and resource-intensive aspects of your work, allowing you to focus on what matters most—your clients and growing your business. By outsourcing your paraplanning needs to Root, you can free up valuable time and resources that can be reinvested in building and nurturing client relationships, exploring new business opportunities, and enhancing your service.

With Root as your trusted partner, you can rely on our expertise, experience, and commitment to excellence. Our services seamlessly integrate into your workflow, becoming an extension of your team, and ensuring that your clients receive the highest level of service. Let us handle the technical aspects, so you can focus on what truly matters in your profession – providing exceptional financial guidance and strengthening your client relationships.

What Our Clients Say

Potential clients often ask, “What does a paraplanner do? What exactly do you offer?” We let our clients speak for us; here’s what they have to say.

Testimonials
Tara Dennehy

“Stuart has provided a brilliant service to our team and advisers, particularly on producing suitability letters. He has great technical knowledge, attention to detail, and gets tasks done to a high standard in a timely manner. I would highly recommend Root Paraplanning to any firm looking for high quality external paraplanning support.”

Simon Glazier

“My company have been using Stuart Stanford's Root Paraplanning for a couple of months now, where he helps us manage capacity issues when preparing recommendations and suitability letters. We interviewed a number of potential outsourced paraplanners before choosing Stuart, and it was clear he stood head and shoulders above the rest. His professionalism and the speed of his service ensure that we are maintaining our high quality of service to clients. His research is thorough and when challenged he always has the evidence to back it up. He's well worth putting to the test.”

Simon Weldon

“Great level of service - simple!”

Peter Armitage

“I'm very pleased with Root Paraplanning, Stuart is excellent at what he does and will continue to send work his way. I cannot fault the work thus far. Thank you.”

Matthew Hall

“I have been using Root Paraplanning for a few months now. I'm extremely impressed with the quality of the reports provided and would not hesitate in recommending their services to other advisers.”

Get in touch

If you’d like to find out more about how we can support your business, don’t hesitate to get in touch. Use our contact form to send us a message.