eParaplan Connect - Stamford

Alexander Matthieu

Michelle and her team were fantastic throughout the entire process. Their clear communication and attention to detail made everything smooth and stress-free. We’re very satisfied and would gladly work with them again.

Lloyd French

Having worked exclusively with EP for now over six years as a full service client of theirs, all of the team have really helped transform my business in terms of systems, processes, client experience/journey, constantly building and reviewing new efficiencies and embracing industry and technological developments. I have a fantastic relationship with all of my team and they really are an extension of the Delaunay family and give me peace of mind all of the operational, technical and client servicing is being dealt with so that I can focus on new client acquisition, conducting annual progression meetings as well as developing our marketing and professional connections. I would recommend them to any Financial Planning business that is serious about what they do.

Alfa Mortgages

Seamless Collaboration with Eparaplan's Emma

Our collaboration with Eparaplan, particularly with Emma as our dedicated paraplanner, has been nothing short of exceptional. Emma's meticulous approach and industry expertise have significantly streamlined our financial planning processes at Alfa Mortgages.

What sets Eparaplan apart is their personalised approach—Emma took the time to understand our specific business needs, delivering tailored solutions with precision. The transparent communication throughout our engagement has built a strong sense of trust, making Eparaplan a valuable extension of our team.

We view this collaboration as a long-term partnership. Eparaplan's commitment to quality and efficiency aligns seamlessly with our business objectives, allowing us to focus on our core functions while relying on their expertise for paraplanning. This strategic decision ensures sustained success for Alfa Mortgages, and we look forward to continuing this fruitful relationship.

Matthew Walne

I’ve been using eParaplan for almost a year now and they have revolutionised my working life. Kellie, Alfie and Alex have become key members of my team and my clients value the contact from them too. The quality of their work is outstanding and I’m in regular contact with them. Long may it continue

Christine O'Mahony

As an existing client of eparaplan, I want to express our utmost satisfaction with the exceptional services they have provided to our company. Since partnering with eparaplan, they have consistently demonstrated a high level of professionalism, expertise, and commitment to meeting our specific needs.

The expertise exhibited by the eparaplan team is truly commendable, the level of personalised attention we receive from eparaplan is outstanding. They have assigned a dedicated account manager who is always available to address our queries, provide updates, and ensure that our needs are met promptly.

Their responsiveness and willingness to assist, even with complex matters, have been instrumental in building a strong and trusting partnership.

We would not hesitate to recommend the services of eparaplan.

Stewart McRae

We've worked with eParaplan Connect for around eight years and found them to be reliable, fairly priced and they've helped us keep staff costs down. There are a lot of outsourced admin and paraplanning workers out there, but you can't risk your business or clients with the wrong people. I highly recommend eParaplan Connect

Owrang Rahmani

We have been using eParaplan Connect to support our business for a couple of years now and have been really happy with the support they have provided. Their team are always prompt, helpful and get the job done.

Katy Eatenton

E paraplan are an efficient, amazing and reliable alternative to having in house paraplanner/ administrators. They are ex brokers, so have experience on both sides of the process and I woudl highly recommend them