About Keystone Paraplanning
We are a dedicated outsourced paraplanning firm committed to supporting financial advisers with high-quality, accurate, and compliant paraplanning solutions. Our mission is to help advice practices operate more efficiently, scale with confidence, and focus on what matters most—building strong client relationships and delivering exceptional financial advice.
With a team of experienced paraplanners and financial professionals, we provide end-to-end paraplanning support tailored to the unique needs of each advice firm. From comprehensive financial plans and strategy reports to technical research, modelling, and ongoing service support, we act as a seamless extension of your internal team.
Our Approach
We believe successful outsourcing is built on trust, consistency, and clear communication. That’s why we take the time to understand your advice philosophy, preferred templates, compliance requirements, and turnaround expectations. Our processes are designed to deliver reliable, repeatable results while maintaining flexibility to meet urgent or complex cases.
Every piece of work is carefully reviewed for accuracy, clarity, and alignment with regulatory standards before delivery. Confidentiality and data security are central to everything we do, giving you complete peace of mind when partnering with us.
Our Expertise
Our paraplanners bring strong technical knowledge across key advice areas, including:
Retirement and pension planning
Investment and portfolio analysis
Cash flow modelling and projections
Risk and protection strategies
Tax-efficient planning strategies
Estate and legacy planning
Compliance-ready documentation and file notes
We are highly proficient with leading financial planning software and CRM platforms, ensuring smooth integration with your existing systems and workflow.