


RT Paraplanning Revenue
Financial Services β’ Birmingham, England, United Kingdom β’ 1-10 Employees
RT Paraplanning revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at RT Paraplanning
Rachel Reynolds
Company Director
Company overview
| Headquarters | Birmingham, England, United Kingdom |
| Phone number | +4411385831 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Estate Planning, Report Writing, Protection, Paraplanning, Cashflow Analysis, Tax Calculations, Pension Switching, Investment Switching, Ongoing Review Service |
| Founded | 2017 |
| Employees | 1-10 |
RT Paraplanning Email Formats
RT Paraplanning uses 1 email format. The most common is {first name} (e.g., john@rtparaplanning.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@rtparaplanning.co.uk | 100% |
About RT Paraplanning
At RT Paraplanning, we believe that a solid foundation is the key to your success! π We understand the crucial role of accurate and timely research, analysis, and report writing in providing excellent service to your clients. Our expert team is here to offer you essential support, helping you build strong, successful client relationships. By meticulously handling the report writing process, we enable you to focus on what you do best β delivering exceptional financial advice and service to your clients. Founded by Rachel in 2016, RT Paraplanning has grown into a dedicated team of six, all while maintaining the high-quality work we have become known for. π± We proudly support over 40 IFAs with new business reports, ongoing reviews, and everything in between! π Our main goal is to help advisers provide the best client journey through collaboration and support. π€ Get in touch with us today to see how we can help you elevate your client service! π
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
RT Paraplanning has never raised funding before.
RT Paraplanning Tech Stack
Discover the technologies and tools that power RT Paraplanning's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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