Sparrow Paraplanning

Financial Services

Office F2-01, 2Nd Floor, Tower Building, Pera Business Park,, Nottingham Road, Melton Mowbray, Melton Mowbray, Leicestershire, LE13 0PB  (Show me directions)

07368 1...Mobile    Mobile   

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Sparrow Paraplanning is an outsourced paraplanning business based in the heart of the East Midlands.

Our passion is ensuring clients receive the best service possible by putting them at the heart of everything we do. We love helping you ensure your clients achieve financial security and can live the life they want through the financial planning and advice you give.

Our role is to provide high quality, client friendly, compliant reports, paraplanning and technical support to financial planners and advisers.

In addition to paraplanning and report writing, we offer a range of other services to help free up your time to focus on your clients and your business.

With 20 years in financial services, Caroline has been a paraplanner, senior paraplanner and Head of Technical.

She is highly experienced in paraplanning and financial planning . We provide high quality paraplanning support; we can also help ensure your paraplanning process and functions are as productive as possible.

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