01664 503690
07368 165496
Training, mentoring, operational and process support
tailored to you and your business
Get ready to fly...
Sparrow Solutions is part of Sparrow Paraplanning, a multi award winning outsourced paraplanning business based in the East Midlands.
Our passion is to help you give your clients the best service possible by putting them and you at the heart of everything we do.
We love working with you to build streamlined and efficient processes and procedures, client friendly communications and an effective and productive team. All supporting you to do what you do best - helping your clients achieve financial security and live the life they want through the financial planning and advice you give.
We provide operational support to financial planning, financial adviser, and outsourced paraplanning firms. We can help with process and productivity reviews as well as reviewing and creating template client reports and correspondence.
We also provide training, development and mentoring services to both in house and outsourced paraplanning teams. This can range from one to one training and mentoring support to online and in person training sessions.
Our services help create effective processes and efficient teams, freeing up your time to focus on your clients and your business.
Caroline Stuart trading as Sparrow Solutions is an outsourced consultant who offers paraplanning training and development and operational support to UK financial planners and advice businesses. We do not provide financial advice and are not authorised or regulated by the Financial Conduct Authority. This site should be used by regulated advice professionals only.
Website designed and created by Sparrow Solutions
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