About Us

Quantum Paraplanning is a dynamic, privately-owned, independent, specialist Paraplanning business committed to supporting the financial planning profession through the production of high quality, compliant Statements of Advice (SOAs) and the provision of a supportive technical sounding board for financial planners.

We have been operating for over 8 years and have an outstanding group of experienced and new Paraplanners committed to extraordinary service at a fair price. QPP works across all licensees and in multiple software programs, which enables us to attract experienced people with diverse skills, experience and technical knowledge.


Licensee Experience

We currently work with a range of different licensees, ranging from licensee Paraplanning teams, large Financial Planning practices and smaller Financial Planning practices.


Software Experience

We have the ability to work across a range of software packages. We are currently using:

 - Coin

 - Xplan

 - Midwinter / AdviceOS

 - AdviserLogic