about us

With experience as both paraplanners and advisers, the PPOL team brings together a range of complementary skills and disciplines, providing us with a full appreciation of your Suitability Report and Paraplanning needs.

Since our freelance paraplanning company was established in 2003, we have provided, and continue to provide, paraplanning services to a number of directly regulated and network member IFA companies. In so doing, we are ideally placed to observe and react to industry trends and regulatory directives, ensuring that our Suitability Reports remain compliant and at least one step ahead of the industry standard. In February 2008, we enhanced our offering to the financial advisory community by releasing our ground breaking online Suitability Report solution.

PPOL regularly features in the trade press and a selection of our Press Releases can be found in the library below.