Apex Paraplanning
@apexparaplan
Outsourced paraplanning service enabling advisers to spend more time on building client relationships & growing their business.
ID: 2804551987
http://www.apexparaplanning.co.uk 11-09-2014 23:23:23
12 Tweet
30 Followers
20 Following
After initially launching to provide paraplanning services for clients of Reality Compliance, due to a recent business expansion, our services are now open to any firm. Please contact us to talk through your requirements.
We have spaces available for non-members at our adviser best practice meeting on 16/01/20 at @BuryOfficeSpace. Money Alive will be providing a software update and @RealityParaplan will be in attendance for any paraplanning queries. Agenda below. Contact us to book a place.