about us

Paraplanning Online (PPOL) provides an online suitability report and outsourced paraplanning solution for financial advisers.

With experience of both paraplannning and advising, the PPOL team brings together a range of complementary skills and disciplines and has a unique understanding as to how suitability reports can be generated efficiently and compliantly to save time and help mitigate business risk.

Having provided paraplanning services to a broad range of advisers from single adviser directly-regulated practices to members of larger networks and service providers since our outsourced paraplanning company was established in 2003, we are ideally positioned within the marketplace to observe and react to industry trends and regulatory directives. In February 2008 we enhanced our offering to the financial advisory community by releasing our ground breaking online suitability report builder.

PPOL is used by over 800 companies across the UK and growing. Our customer base includes directly regulated companies as well as members from such diverse networks and service providers as Sesame, Lighthouse, Whitechurch, Paradigm, Simply Biz, Financial Ltd, Tenet, Positive Solutions, Best Invest, Interdependence and Mint.

At Paraplanning Online we take security and the protection of our client’s data very seriously. A copy of our Security Policy can be found below.

Download	Date	Document Title	File Type
	01/07/2011	PPOL Security Policy	Adobe PDF