Routine reviews at a proportionate fee
Annual-review and straightforward switch support from £95 at the founding rate, so outsourcing does not consume the margin it is meant to protect.
Specialist B2B support for UK adviser firms
Outsourced paraplanning designed to save adviser time.
Technically engaged support that adapts to your templates and working style, flags gaps early and returns adviser-ready work at a proportionate fixed fee.
Firm onboarding opens 4 September 2026. This website is live early for information only.
Where CPS can help
Extra capacity without an extra review burden.
Use CPS for routine work that has to remain economical, a run of cases during a busy period, or technical support when the file needs more than report production.
Research and report preparation
Defined research, analysis and suitability drafting for new business, DC consolidation, drawdown and multi-wrapper work.
Technical case support
Review the evidence, compare scenarios and surface planning considerations or missing information, while the adviser retains every advice decision.
Your process, with constructive challenge
Firm fit matters as much as technical accuracy.
The aim is not to send back a generic document for the adviser to rebuild. CPS agrees the expected output, learns the firm’s template and flags missing evidence or unclear rationale before it becomes late-stage rework.
- Work aligned to your template, research standards and preferred tone
- Questions and contradictions raised clearly and early
- Open points and assumptions summarised on handover
- Named adviser retains the recommendation and final sign-off
The outsourcing concerns advisers raise
Good outsourcing should remove work, not relocate it.
Less rewriting
Agree the firm’s structure, voice and evidence standard, then make feedback part of the working relationship.
Proportionate cost
Published bands make routine work easier to judge commercially before a case is handed over.
Technical engagement
Surface gaps, assumptions and planning considerations rather than simply populating a report.
Dependable capacity
Confirm acceptance and timing before work starts; never leave a submitted case sitting in an undefined queue.
Founding-client pricing
A lower launch rate for the first three cases.
Approved firms receive the founding rate for their first three cases instructed within 90 days of onboarding. Standard fees begin at £125, with founding fees from £95.
Answers for adviser firms
Practical guidance before you outsource.
Direct, source-led answers on choosing a paraplanner, preparing a case, data protection and responsible technology use.
Choosing a partner
Due-diligence questions covering technical fit, capacity, QA, access, AI and pricing.
What an outsourced paraplanner does
Scope, ownership and the advice responsibilities that stay with the firm.
Case-pack checklist
The information that helps a case start cleanly and avoids preventable delay.
Data and responsible AI
Controller–processor duties, secure transfer and human review of approved tools.
Planning for September?
Tell us what kind of support your firm is likely to need.
Submit firm-level information only. Applications received before launch will be reviewed from 4 September 2026.