Paraplanning and Compliance Support for Financial Advisers
Each year providing Financial Advice in the UK becomes more and more complex. Advisers who began their careers solely focused on providing advice to their clients, have had hundreds of hours stolen from their working year to meet the ever growing compliance burden heaped upon them. This bleed of time, resources and energy is reducing Adviser’s capacity, leaving thousands more individuals and businesses without access to advice.
Douglas Assist seeks to take ownership of some of that growing burden, and to empower you to go back to doing what you are best at.
What Makes Us Different
Part of the Team
We provide a personal service, that allows a strong relationship to be built. Always at the end of the phone to discuss anything.
Rapid Response
For reports, we guarantee a 72-hour turnaround with 94% delivered the next working day. Email queries are usually answered within minutes. Allowing your business to keep moving.
Initiative
We aim to send you back a fully completed report, not one with dozens of areas for you to complete. We take a common sense approach to compliance that simplifies the process as much as possible.
We do it YOUR way
With experience working with many different firms, we are able to work in whatever way is easiest for your business. We exist to lighten your load.