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A free 30 minute discussion about how we can support your paraplanning needs
Working together with no monthly retainer just a pay-as-you-go service
Using our online ’Submit A Case’ to send work to us takes less that 10 minutes
Working with us allows you to spend your time doing what you love and do best…seeing clients and running your business!
Julie has over 17 years experience in the financial services industry. Passionate and dedicated to a career in paraplanning, Julie has applied her knowledge, experience and high level organisation skills to assist financial planners with excellent paraplanning support.
Bee Paraplanning Services Limited aims to offer outstanding outsourced paraplanning to financial planners in all areas including; pensions, commercial property purchases and SSAS, investments, esoteric investments, personal and business protection, mortgages and inheritance tax planning
It is never too early to free up more time to do what you love!
Tell us more about your business goals, and we will get you started on a plan to achieve them.
Walcot Green Farmhouse, Walcot Green, Burston Road, Diss, Norfolk, IP22 5SU
Mon | 08:30 – 17:30 | |
Tue | 08:30 – 17:30 | |
Wed | 08:30 – 17:30 | |
Thu | 08:30 – 17:30 | |
Fri | 08:30 – 17:30 | |
Sat | Closed | |
Sun | Closed |
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