Lothbury Paraplanning

Welcome

The company was set up in 2009 to provide technical and administrative assistance to Financial Advisers.

The company is headed up by Janice Ranaboldo, a senior paraplanner, who has been working in the Financial Services sector since 1988

Lothbury Paraplanning Services Ltd is based near Chichester, West Sussex, although we provide assistance to advisers throughout the UK.

Most of our contact with advisers is phone and email based although office visits can also be arranged.

To take advantages of our services, contact us now

Benefits of using
Lothbury Paraplanning Services

Flexibility

A service tailored to your needs, we can do as little or as much of your paraplanning and administration as required

No retainer fees

Invoicing is on a case by case basis, with fees agreed before work starts, so there are no surprises

Increased productivity and increased sales

You have more time to spend seeing clients

No ongoing costs

Access to experienced paraplanners and administrators, without the ongoing cost of employing one yourself

Compliant research and suitability letters.

You can be confident that all of our work will be compliant with current regulations.

It does not matter where you are based

We provide a secure file transfer system which provides a secure area which only you and us can access

Our Services

We will work with you ensure you are providing the best advice to your clients.
We will provide you with well written, professional compliant research and suitability reports.

As a company, we have a wide knowledge base, covering all areas of financial planning although the majority of the paraplanning cases we receive are detailed below.

Paraplanning

Pension Switching

Pension Transfers

At Retirement Planning

Investment Planning

Cashflow Planning

Inheritance Tax Planning

Specialist Investments

Protection Planning

Administration

Annual Reviews

Letters of Authority

Contact Us

We can help you with all of your paraplanning needs.

Either call, email or complete the contact form below.

We can help

Our main office is situated south of Chichester in West Sussex but we can work with advisers nationwide.

Contact info

Lothbury Paraplanning Services Ltd
Enborne Business Park
Selsey Road
Sidlesham
Chichester
West Sussex
PO20 7NE

01243 550030

info@lothburygroup.co.uk

Supporting Financial Advisers