Paraplanning Services

We know Advising can be busy and time spent with clients is your main focus. 

Paraplanning

We offer Paraplanning for advice firms at a fixed cost, which changes depending on the complexity of the report. We can include fund analysis, cashflow modelling, as well as make the report bespoke to ensure your clients receive the service you expect. 

 

©Valerie's Financial Services Ltd 2025

James Quartly trades through Valerie's Financial Services Ltd. 

James Quartly is a representative of Griffin Benedict Limited which is authorised and regulated by the Financial Conduct Authority. Firm Reference Number is 436189. 

Regulated financial advice is provided by James Quartly in his capacity as a Representative of Griffin Benedict Limited. 

Valerie’s Financial Services Ltd is owned by James Quartly and is not authorised or regulated by the Financial Conduct Authority. Valerie’s Financial Services Ltd provides educational and non-regulated financial planning support. It does not provide regulated financial advice or arrange financial products. Valerie's provides "educational financial services". ​Valerie's educational financial services, which, according to the FCA Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000, do not require regulation unless presented in the context of product distribution. These educational financial services fall under the jurisdiction of general consumer laws in the UK, including the Consumer Protection from Unfair Trading Regulations 2008 and the Consumer Protection (Amendment) Regulations 2014. We are overseen by the Competition and Markets Authority. Clients of Valerie's are protected by consumer protection regulations.

Valerie's Financial Services Ltd

Registered in England and Wales No. 16930304

Registered Office: Office 5, Tregath Business Park, Camelford, Cornwall, PL32 9TX

 

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