Quantum Paraplanning and SupportAbout US
Quantum is a dynamic, privately-owned, independent, specialist Paraplanning business committed to supporting the financial planning profession.
Supporting Financial Planners
We exist to help Financial Planners create efficiencies in their day. Our services include being a supportive technical sounding board, pre-SOA services and through to the production of high-quality, compliant Statements of Advice (SOAs) and implementation.
We have been operating for over 14 years and have an outstanding group of experienced and new Paraplanners committed to extraordinary service. We work across all licensees and in multiple software programs, which enables us to attract people with diverse skills, experience, and technical knowledge.
years in operation
team members + additional contractors
We currently work with a variety of different licensees, ranging from licensee Paraplanning teams, large Financial Planning practices and smaller Financial Planning practices.
We are highly experienced in a range of software programs and are currently using: