Core Financial Paraplanning Limited

Core Financial Paraplanning Limited is a fully bespoke, high-quality outsourced Paraplanning firm based in Leeds, West Yorkshire. We provide tailored support to financial advisors, directly authorised firms, and network members, streamlining their operations and freeing them to focus on client relationships. Since 2007, we’ve built a reputation for reliability and efficiency, assisting firms ranging from small independent practices to larger network organizations like Quilter, Sense and Valid Path.

Our team of experienced paraplanners, led by Hannah and Kimberley, delivers a comprehensive suite of services, from basic administration to full paraplanning, all designed to enhance profitability and simplify the Paraplanning process. Core Financial Paraplanning Limited is committed to providing a flexible and responsive service, adapting to the unique needs of each client and fostering long-term partnerships. We pride ourselves on our dedication to excellence, as evidenced by Hannah’s recognition as Director of the Year 2023 and Team Leader of the Year 2024, and Micaela’s rapid development within the team.