RT Paraplanning was founded by Rachel in 2016 and has since expanded into a team of six, all while maintaining the high-quality work we have become known for.

We regularly support over 40 IFAs, with new business reports, ongoing reviews and a bit of everything in between! 

Our main goal is to help advisers provide the best client journey through collaboration and support.

Get in touch with us today to see how we can help you elevate your client service!