Having provided paraplanning services to a broad range of advisers for more than a decade, we are ideally positioned within the marketplace to observe and react to industry trends and regulatory directives. Our ground breaking online suitability report builder allows the financial advisory community to benefit from our expertise and to create compliant reports in a fraction of the time. PPOL is used by over 1000 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, Paradigm, Best Practice, True Potential, Simply Biz, Tenet, Bestinvest and the Succession Group.
