Compliance and training:
without the burden

We help Financial Planning firms across the UK turn compliance from a burden into a strength and make sustainability and technical excellence part of everyday practice.

Our focus is on creating processes that work in the real world by combining practical training, sustainability expertise, technical insight and compliance support.

Our approach is Paracompliance, a modern alternative to traditional compliance consultancy. It is a collaborative and practical service designed to empower professionals to manage compliance confidently and efficiently while building capability in sustainable advice and technical delivery.

Like paraplanning, Paracompliance provides expert assistance behind the scenes, enabling you to stay compliant and informed while focusing on what matters most: delivering exceptional client service and driving business growth.

Behavioural Finance and Sustainability Courses!

Do you want to improve your understanding of Sustainable Investing or how people make investment decisions?  Join us on one of our 1 or 2 day training courses and earn relevant CPD to help you in your role.

Find out more here!

Services

Client Feedback

We have worked with some excellent professionals across the financial services community.  We are pleased to be able to share some of their feedback on our services with you.

    Alan is a creative thinker but also someone who understands the need for structure and form. He brought value to every professional interaction I had with him, combining a great eye for detail with a healthy sense of humour and consummate professionalism. I would highly recommend Alan to any business looking for guidance in a regulatory and/or training & competence framework.

    Katherine Harvey, Head of Progress - Melo

    Since 2020, Alan has worked with me on various projects for Practical Financial Exams, including the role of Head of Assessment, and on the development of a new training course for a professional body. Alan is one of the most competent, knowledgeable, experienced financial planning professionals I've ever met, and working with him has been a joy from beginning to end. I cannot thank, nor recommend him enough. Someone I now consider a very close friend.

    Michaela Pashley, Financial Planner and Director of Practical Financial Exams

    “Alan has a gift for translating the complicated into the straightforward. No fluff nor personal agenda; Alan always aims for what’s best for me and my clients”.

    Max Leslie, Financial Advisor

Organisations we partner with

Behavioural Finance and Sustainability Courses!

Do you want to improve your understanding of Sustainable Investing or how people make investment decisions?  Join us on one of our 1 or 2 day training courses and earn relevant CPD to help you in your role.

Find out more here!