Paradigm Consulting has entered into a new strategic partnership with We Complement, expanding the range of support services available to advisory firms.
The agreement sees Paradigm Consulting, which provides compliance and business support to advisory firms, formally align with We Complement, a provider of paraplanning and administration services to financial planning businesses.
We Complement positions its service as an extension of an adviser’s own firm, offering paraplanning and administrative support built around long-term working relationships and direct, clear communication.
The firm said its approach is designed to help advisers reclaim time, improve productivity and enhance client outcomes.
ADDITIONAL CAPACITY
Under the partnership, We Complement will work alongside existing advisory teams, providing additional capacity during periods of increased demand or business growth. Its teams are intended to operate within a firm’s established standards and processes, supporting consistency while complementing in-house client work.
Firms working with Paradigm Consulting will be able to access We Complement’s services at a discounted hourly rate.
Bob Hunt, managing director of Paradigm Consulting, said: “We’re very pleased to be announcing We Complement as a new strategic partner for Paradigm Consulting and the advisory firms who use our bespoke, compliance support packages.
“As always, we are keen to partner with propositions that can help firms deliver high-quality, in-depth, consistent advice and outcomes to their clients.
“Working together with We Complement, firms will benefit from its technical expertise and the seamless integration it offers with recommended existing Paradigm practices.
“Within Paradigm, firms are already utilising the benefits of We Complement and, as a result of this new partnership, we anticipate more will follow.”
Paul Kenworthy, associate director at We Complement, said: “At We Complement we take a personal approach to adviser support. Firms rely on us because we integrate smoothly with their existing teams and act as a genuine extension of their business.
“Although some people use the term paraplanners, the work our Suitability Consultants deliver goes further. We support the full suitability process with tailored and dependable input that helps firms achieve clarity, consistency and confidence in their client advice.
“We are pleased to be partnering with Paradigm and look forward to supporting its member firms.”
