RT Paraplanning Solutions began with Rachel working alone for a small number of advisers in 2016. The business has grown to a team of seven while still maintaining the quality of work we have become known for.

We currently work with over 40 IFAs on a regular basis, supporting them with new business reports, ongoing reviews and a bit of everything in between!

Our overarching aim is to help advisers provide the best client journey through collaboration and support!