Welcome to Noble McCall

We offer Financial Advisers an outsourced paraplanning 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. For details of our fees click here.

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

Not a “fixed cost” for RDR capital requirements
No recruitment costs
Clear file with audit trail to make compliance reviews less time consuming
Client review due reminders to your inbox
Investment panel reviews undertaken
Robust process improves risk management
You have more time to spend with potential and existing clients
You can focus your resources to building relationships with introducers
Less costly and time consuming than employing a paraplanner
Ability to access external knowledge and new ideas

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.