Welcome to Platinum Paraplanning Services – We are an independent company offering a nationwide paraplanning service. Our philosophy is to provide high quality compliant Statement of Advice- at a low cost. With extensive experience in the Financial Planning industry, particularly in the areas of Compliance, Technical & Strategy and Writing Statement of Advice, we at … Read more →

Our Statement of Advice preparation process is as follows: Advisor submits a request for Platinum Paraplanning Services to complete SoA via email, fax or website Platinum will confirm receipt of request within 24 hours. We will also advice you of the total fixed cost as well as request any additional information we require. Prior to … Read more →