Benfield Clients are saying …

Welcome to Benfield Paraplanning Service Testimonials

At Benfield Paraplanning Services, we take pride in the quality of our services and the satisfaction of our clients. Our Testimonials page is a testament to our commitment to excellence. Here, you’ll find firsthand accounts from clients who have experienced the benefits of our paraplanning services.

We invite you to read their stories and learn more about how we can support your financial planning needs.

I have had the pleasure of using Benfield Paraplanning for the last 2 years since becoming self-employed and I have always found them to be very accommodating and easy to work with. The quality of the advice document produced is excellent and they are always happy to take on feedback and make adjustments if required.

Turnaround times are very good and I can always rely on them to stick to their commitments. I would highly recommend them to help any paraplanning business who wants personalised service.

Judy Dolan,

I have been using Benfield Paraplanning Services for over five years and I have been extremely happy with them as they care about the adviser, my clients and the overall advice process.

Compliance is obviously very important and they have a tremendous understanding of the compliance environment, making my life a lot easier.

They are very proactive in approaching me to clarify things or to even suggest something that I may have not considered, or even missed.

I value their service and couldn’t recommend them highly enough.

Mark Farmer,

We have been working with BPS for the best part of a year now and have been very happy with the quality of their work, communication, outstanding service and efficiency.

Would highly recommend them to other practices looking for a comprehensive paraplanning solution.

Sharan Sheth,

We have been working with Benfield Paraplanning Services for over 7 years for our paraplanning needs. They continue to provide high quality of work, with prompt and reliable service to our business to this day.

We highly recommend them for outsourcing of advice documents due to their high attention to detail and compliance focus.’ – First Avenue Wealth.

Harro Wennrich,

Since moving to our own ASFL in 2020 we needed to source an independent paraplanning solution.

I’m so glad we found “Benfield Paraplanning Services” as the standard of SOA’s has been excellent and the turnaround times well within the expected timeframes.

A excellent service all round and would highly recommend them to any self-licensed AFSL business.

Dwayne Hameister,