HK Paraplanning
Technical Paraplanning Support for Financial Advisers
I provide outsourced paraplanning support to financial advisers, giving advisers more time to focus on their clients and advice.
With over 15 years' paraplanning experience and a Level 6 Diploma in Advanced Financial Advice (Adv DipFA), I support a wide range of financial planning requirements, from straightforward suitability report drafting to more complex planning scenarios. This includes financial planning analysis, discussion documents, technical research across areas such as retirement planning, tax-efficient investing, pensions, estate planning and inheritance tax considerations. Cashflow modelling is an area I particularly enjoy and can help portray a holistic picture of a client's financial circumstances and objectives.
As a sole practitioner, you always know who is carrying out the work, providing clear and reliable support.
About Hiral
Hi, I am Hiral Khatri.
Over the course of my career in financial paraplanning, I have learned that the best work comes from calm thinking, thoughtful detail, and a sincere commitment to doing things properly.
While my professional qualifications have played an important part in my development, much of my learning has come from working on real client cases and helping advisers navigate a wide range of planning scenarios.
I believe in the values of care, respect and collaboration. My values guide every part of my approach. I care about the work because it matters to the end clients and the responsibility advisers carry.
Direct Line
Support You Can Rely On
Ready to ease your back-office workload? Whether you need support with a specific case or ongoing paraplanning assistance, I'd be delighted to hear from you.