FOR UK FINANCIAL ADVICE FIRMS ASSESS · PILOT · LEARN
Adviser AI GuidePRACTICAL AI FOR ADVICE FIRMS
← AI Setup & Implementation

LET’S START WITH YOUR WORKFLOW

Discuss your first workflow.

Tell Steven Calvert about the work your team needs to complete. Compliant Paraplanning Services Ltd will receive and respond to your enquiry.

Start with an AI Workflow Review · £750

We assess one workflow and your existing tools, establish the baseline, approval needs and information quality, then recommend an approach, indicative costs and a test plan.

The review is useful on its own. If you proceed to our standard £3,000 implementation pilot, the review is included in that total: the further balance is £2,250 after a paid review. Fees exclude VAT where applicable; software and third-party costs are additional and disclosed before commitment.

This enquiry starts a fit discussion. Scope and fees are agreed before paid work begins.

Share firm-level information only. Do not include client names, policy numbers, bank details, health information, financial portfolios or client files.

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An enquiry does not commit you to paid work. Scope and fees are agreed before you proceed.