Frequently Asked Questions

Next Steps

If you are interested in outsourcing your paraplanning needs, please feel free to get in touch via the Contact Us section.

We would also be happy to discuss your requirements in greater detail via telephone, Skype or face-to-face to suit your availability.


We aim to complete reports within 5-10 working days of receiving all case information.


Clarity Paraplanning Ltd is not registered with the Financial Conduct Authority and we therefore cannot accept any responsibility for the advice given in the reports we prepare.

Data Security

Clarity Paraplanning Ltd, is registered with the Information Commissioner's Office (number: ZA651840) and we comply with both the Data Protection Act 1998 and the General Data Protection Regulation (GDPR).

We are a paperless office and ensure that our PCs and laptops are fully encrypted and password protected for the security of both yourselves and your clients.