In-Depth Paraplanning Research and Analysis Services

Paraplanning research services to support you and your clients, allowing you to assess suitable options and make informed financial decisions for the future.

Our Expertise in Ad Hoc Calculations

Focused plan analysis ensures we always have the right information. Our expertise and experience allows us to leverage the data, enabling you to compare and contrast figures and provide a useful insight into the future.

  • Income/Capital Gains Tax calculations

  • Drawdown sustainability/carry forward allowance

  • Investment performance analysis

  • Mortgage affordability

  • Cash flow analysis

  • Estate planning 

Our extensive plan analysis process identifies, collates and also validates the information on which our guidance is based. This enables us to generate detailed reports tailored to each client's scenario. Providing actionable options while also considering the emergence of new regulations, such as Consumer Duty, our reports are produced using:

Comprehensive Data Harvest Techniques

Provider Liaison

Adviser feedback

Aggregated Market Data

Where possible, we are able to obtain illustrations directly from providers, necessary to produce a given recommendation. Our experience with numerous provider platforms means we can produce accurate illustrations, based on our discussions, first time.

Illustrations, although mandatory, also complement our written recommendations and advice, giving an all-round vision of your client’s situation and options for the future. It’s for this reason that we believe accurate illustrations form the foundation of a meaningful recommendation.

Accurate Illustrations for Financial Planning

Why Root Paraplanning’s Analysis Is Different

We’re often asked what makes our data analysis different, why we stand out in a crowded sector, and what we offer our clients. We turn complex scenarios into simplified solutions, identify pros and cons and present these in a balanced manner. Our service is backed by:

  • Extensive industry knowledge

  • Practical experience in financial services

  • Meticulous attention to detail

  • The incorporation of cutting-edge technology

  • Tried and tested data harvesting procedures

  • Flexibility and adaptability

Having walked in the shoes of financial advisers and clients, we have been on the other side of the fence. Then there are the regulatory liabilities, the need for meticulous record-keeping, and background data. It’s our overall approach, experience, and expertise that makes us different.

Client Success Stories in Research

“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.”
— Tara Dennehy

Seamless Process from Data to Insight

The process of transforming data into actionable insights is a critical element of the paraplanning services we provide, an area in which we excel.

Data Collection and Validation

Structure and Analyse Data

Financial Modelling

Produce a Comprehensive Report

Highlight Actionable Insights

Engage with Our Comprehensive Research Solutions

We have the perfect mix of technology and skills to maximise research, analyse the data and create comprehensive reports with insightful, actionable recommendations. Industry experience ensures we know the information you need and how to present it.

Flexible and approachable, personable and professional, we work very closely with our clients, more a member of the team than an arm’s length outsourced paraplanner.

Paraplanning Research Services FAQs

  • Aside from our expertise and experience, cutting-edge technology as well as flexibility and adaptability, we have been on the other side of the fence, and we know the information advisers require.

  • Please visit our contact page and let us know the reports you require. We will email example reports as soon as possible.

  • We use the latest technology to protect our systems and information, with access strictly limited to ensure confidentiality and security.

  • The first step is to contact us through our website at which point we will schedule an initial consultation to discuss your specific needs. We will then consider the scope of your research requirements and how we can help.

  • Stuart Stanford, as lead Paraplanner, is the client-facing point of contact for research, analysis and report-writing services. His experience working with IFAs is crucial in supplying the right information to you in the right format.

Get in Touch

Contact us today and take the first step towards personalised paraplanning solutions with a comprehensive support service.