RT paraplanning are extremely thorough, good value for money in relation to the service they provide. Always happy to help and very pleasant to deal with.
I have always found RT Paraplanning to provide an excellent service, the turnaround of cases in a timely manner, the completion of reports to a high standard, always willing to help and be adaptable when preparing new business cases and annual reviews.
I have been using RT for a couple of years now as they are so professional and friendly at the same time, and make sure I have the reports and reviews in good time to allow me to have more time with my Clients.
An excellent, value for money service is provided, which constantly meets the agreed turnaround times.
Another really good case… well evidenced, with thorough research and the suitability report was spot on!
We have read the very thorough, well thought out and well-written report and we are more than happy with all of the considerations it makes. You have made a complicated subject much easier to understand.
Rachel and her team at RT Paraplanning are my “to go to” paraplanners. The process from start to finish works seamlessly. The quality of the reports is excellent, and I would recommend them to any IFA.