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.
We currently work with a range of different licensees, ranging from licensee Paraplanning teams, large Financial Planning practices and smaller Financial Planning practices.
We have the ability to work across a range of software packages. We are currently using:
- Midwinter / AdviceOS