James saves financial advisers time so they can focus on providing high quality advice to their clients.
James is a Level 6 qualified (APFS) freelance paraplanner based in Manchester with a wide range of experience in providing compliant, technical, robust and bespoke advice pieces.
Suitability Reports
James crafts bespoke suitability reports tailored to your unique needs, ensuring transparency and understanding every step of the way.
James’ commitment to clarity doesn't compromise compliance.
Research & Due Diligence
Keeping compliance in mind, James can analyse products, evaluate data, and compare provider offerings.
James’ robust research will support and enhance advice pieces, keeping things like Consumer Duty and GDPR in mind.
Cash Flow Forecasts
James can generate high quality, scenario-driven forecasts that go beyond the ordinary.
We can explore a wide range of potential outcomes, uncovering opportunities, unexpected expenses and various investment pathways.
Cost-Friendly and Flexible
On offer is a flexible ad-hoc service with costs declared up front.
James offers flexible appointments and can consult remotely to work around your schedule.
Attention to Detail
James takes the time to understand needs and objectives, to help financial advisers provide tailored advice.
Attention to detail is key and alternative avenues of advice are clearly communicated.
High
Quality
James holds relevant professional qualifications and undergoes continued professional development.
James takes initiative with work requests in a way that highlights your unique service offering.
I need an outsourced
paraplanner for something specific that isn’t mentioned on the site. Can you help?
James has a wide range of experience across multiple avenues of advice.
We would be more than happy to have a discussion about any bespoke piece of work and we can work towards a solution together.
How much does your service offering cost?
In-depth research across the market has been conducted to ensure fees remain competitive.
Please request a schedule of fees via email and you will receive one with no obligation.
How do I get in touch?
Please see the Contact section of this website.
The fastest way to reach James is by sending an email to: james@diligensparaplanning.co.uk
Very technical, helpful and all-round great to work with.
Former Colleague
His attention to detail, organisation skills and commitment to working to the highest standards were superb.
Former Colleague
A very diligent, detail-oriented worker.
Former Colleague
Phone
Coming Soon
07311 272 832
james@diligensparaplanning.co.uk
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