Loyal. Reliable. Organised.

Through our strong connections with the Financial Planning community and desire to work with fast paced growing organisations, we have launched our Outsourced Paraplanning Service.

Nicola leads this for LRO and brings a wealth of experience.

Having worked in the Financial Services industry for over 18 years, she has seen it all. Nicola's previous roles include Portfolio Manager, Investment Analyst, Paraplanner and most recently a Financial Planner. This experience enables LRO to deliver this sought after service.

Our services are unique and bespoke, so please reach out to discuss how we can support you with your needs.

Our pricing can be found here.