About Us

Company Overview

Perceptive Paraplanning Services was established in 2004 offering financial advisers a high quality and practical paraplanning support service borne out of several years experience within the industry.
The business has grown and we now look after advisers from numerous practices and networks allowing us to familiarise ourselves with the compliance requirements of most of the major networks. The growth of the business is mainly attributable to the referrals made by existing clients which further supports our progression whilst retaining the excellent customer service standards prompting referrals from our clients.


The Team

Emma Tee established Perceptive Paraplanning Services after spending 8 years in the industry within both IFA businesses and two life offices. As well as holding the full Financial Planning Certificate Emma also holds qualifications towards the Advanced Financial Planning Certificate.

Currently being updated