Expert Paraplanning Support For
Financial
Advisers
Outsource your paraplanning and administrative workload with confidence. From suitability reports to detailed research, we help you save time, stay compliant, and focus on delivering high-quality advice to your clients.
A Personal Approach To
Professional Support
Willow & Co Paraplanner Services was created to support financial advisers facing increasing demands on their time. With a strong understanding of the industry and a focus on quality, we deliver dependable paraplanning and administrative support that helps you stay efficient, organised, and client-focused.
Struggling to Keep Up
With Demand?
Tight deadlines creating unnecessary pressure
Difficulty scaling without hiring in-house
Growing admin workload slowing your business down
Our Services
Suitability Reports
Professionally written, clear, and compliant reports aligned with your advice and regulatory standards.
Research & Analysis
Comprehensive financial research to support informed and confident recommendations.
Illustrations & Documentation
Comprehensive financial research to support informed and confident recommendations.
Administrative Support
Reliable back-office support to manage processes efficiently and reduce your workload.
Our Clients
Don’t just take our word for it
★★★★★ Rated 5 out of 5
"The best money I have spent all year, Chloe's help has been amazing and allowed me to claw back some much needed time with my family"
★★★★★ Rated 5 out of 5
"Working with Chloe has transformed the efficiency of our advice process. Her suitability reports are consistently well-written, technically accurate and delivered to a high compliance standard. She understands my requirements, reduces turnaround times and allows us to focus more of our time on clients"
★★★★★ Rated 5 out of 5
"As a small IFA practice, we needed experienced paraplanning support without the overhead of employing a full-time paraplanner. Chloe provides exactly that. Her attention to detail, technical knowledge and understanding of FCA requirements give us confidence that every piece of work is completed to an exceptional standard. She's professional, responsive and always willing to go the extra mile."