Behind the numbers
We take care of the report writing, research, and checks behind every recommendation – helping M&G advisers deliver compliant, high-quality advice efficiently and confidently.
What this can look like
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Working with you
Our paraplanners integrate directly with your way of working – whether that’s ad-hoc support or ongoing partnership. With experience in M&G templates, tone, and compliance processes, we keep everything running smoothly and on schedule.
This service is trusted by M&G advisers and firms who want high-quality reports, reduced turnaround times, and confidence that every case stands up under scrutiny.
Support made simple
Because precision and pace matter. We combine technical skill with practical experience, delivering reports that meet M&G standards while freeing advisers to focus on clients and growth.
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Need to know more
Browse our FAQs to learn more about our support and services.
Whether you’re dealing with complex cases or a rising report queue, our team helps M&G advisers deliver clear, compliant, client-ready advice – fast.
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Back office support for financial advisers, firms and networks
