Since engaging with Alex & the Scale Up Paraplanning team in the early stages of 2020, I have been consistently
pleased that we made the decision to engage.
Before our engagement, we were unsure of the direction we should take, & bereft of confidence
due to our previous paraplanning arrangement (which was outsourced in Australia).
Alex & his team have helped us to build confidence in the process & educated us in the BID
requirements. Alex & his team have consistently provided us guidance & top-level service.
The SOA’s created have been high quality, & there is a clear understanding of what is required for
advice businesses to deliver under the new advice framework.
I would highly recommend the services of Alex & his team.
Cheers

Matt Hale
Director, Rising TIde

We engaged Scale Up Paraplanning to assist us with completing a large project which required them to write 550
SOAs over an 8-week period. A project of this size with such a short turnaround time was a huge
undertaking and something not heard of in the industry.
Not only was the project delivered on time, it was delivered at a very high standard. We were
extremely happy with the quality of work completed by the Scale Up Paraplanning Paraplanners and we are keen
to continue our working relationship with them going forward. The Paraplanners were able to
communicate with our Advisors and discuss any questions they had regarding the SOA over the
phone. Any quality concerns and rework items were addressed promptly with limited follow up
required.
I strongly recommend Scale Up Paraplanning and feel that they would be able to meet any quality or turnaround
time requirements.

Tim Sutcliffe
Paraplanning Operations Manager, Viridian

Shaw and Partners has engaged Scale Up Paraplanning for ongoing work after a successful pilot. We are confident in
their ability to deliver complex SoAs and provide a high touch service across our entire network.
We happily receive feedback on our current process, template and XPLAN software wizard and this
guidance from Scale Up Paraplanning has been very productive for our business operations. We have had some
teething problems with our SoA at XPLAN and Alex has been assisting us through the process on this.
There has been a consistent commitment on communication not only by Scale Up Paraplanning paraplanners to our
advisers but also by Scale Up Paraplanning management to lead the project successfully and engage with key
stakeholders within our business.
We look forward to continuing to build a longer-term relationship with Scale Up Paraplanning and would recommend
them as an outsourced paraplanning company.
I am happy to be called or emailed personally to provide a verbal reference. Please request my details
from Alex.

Charles Stewart
National Head of Financial Planning, Shaw and Partners