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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.
“An absolute top class service. Stuart and the team at Root offer a superb service, prompt, accurate and reliable.
Having worked in the Financial Services arena for 30+ years, I wish I had started working with Root Paraplanning far sooner than I first discovered them.”
“Since our business relationship started Stuart has provided an excellent service with efficiency, professionalism and expertise. Suitability reports, Fact sheets and Graphs are to an excellent standard for clients to understand and appreciate.”
“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.”
“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.”
“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.”
“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.”
