I came across the Clique Paraplanning business on LinkedIn and initially thought that it was too good to be true. After some proactive contact from the company and a few discussions, I decided to give them a try for a plan of mine. It turns out that what the company claimed was true.
They are an extremely cost-competitive, high quality, and speedy paraplanning service. I usually get my SoAs back well within two days (most of the time on the same day) and I also receive a highly professional, accurate, and compliant SoA. Clique Paraplanning is professional and provides an extremely high level of client service. I strongly recommend Clique Paraplanning to my Financial Planning colleagues (and I regularly do).