Quantum Paraplanning and Support

About US

Quantum is a dynamic, privately-owned, independent, specialist Paraplanning business committed to supporting the financial planning profession.

About Us

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

Consultants

Licensee Experience

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

Discover our process