Engage & Inform your clients.

Freelance Paraplanning

For those seeking clear, well-drafted and engaging client reports; my remote and flexible services will prove great value for your business.

I’m well versed in a wide range of report styles, client circumstances and advice solutions.

Please get in touch to find out more.

Looking forward to helping your business thrive.

Mark Underdown | DipPFS, IMC, PCIAM

Freelance Paraplanner, The Nomad Paraplanner

Service Guide

Below is the link to my full service guide.

Client Reports

Clear, well-drafted and engaging financial planning and suitability reports.

Financial Research

In-depth investment and financial product research.

Insight Report

Improve your report engagement and enhance client understanding.

Let me know how I can help you.