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Welcome to Noble McCall

We offer Financial Advisers an outsourced paraplanning and transcription service, providing all pre sales requirements to both direct and network associated Financial Advisers.

We specialise in Pensions and Group Risk cases which we know require extra attention to help you and your clients reach the end result they are looking for.

We combine your preferred suitability letters with either our specialist research software, or we can use your own preferred research methods, and all work is undertaken for a fixed fee so you can easily decide which cases to outsource.

Some reasons why outsourcing your paraplanning and typing maybe a good idea:

1. You have more time to spend with potential and existing clients
2. You can focus your resources to building relationships with introducers
3. Less costly and time consuming than employing a paraplanner
4. Ability to access external knowledge and new ideas
5. Specialist report writing skill combined with your suitability letters to help client understanding
6. Clear file with audit trail to make compliance reviews less time consuming
7. Client review due reminders to your inbox
8. Investment panel reviews undertaken
9. Robust process improves risk management
10. NLP assessment of correspondence to help communicate in a way your client understands
11. Analytics, guidance on when to talk with your client about the relevant topics when they prefer to communicate with you
12. Long and short term cash flow analysis if required
13. No recruitment costs
14. Increase your technical knowledge
15. Look at new fields to develop expertise
16. Reduced working space requirements and costs
17. Less paperwork for you
18. Not a “fixed cost” for RDR capital requirements
19. Ability for you to undertake additional business confidently

Whether you do not wish to employ paraplanners or simply wish to outsource paraplanning to create more time for yourself, we assist by providing a commercial compliant opportunity to discuss with your client.

Please select a category from the navigation bar or hover over our bold writing to find out more about our services.