We operate on a pay as you go basis, so you only pay for the services you need. No fixed costs of employing a paraplanner, with all the benefits.


We aim to be flexible in the time we dedicate to you as a client and with the work we undertake for you. There is no task too big or small, and we are happy to work to tight deadlines to ensure you and your clients are happy.


Quick turnaround times, usually within 3-5 working days. Contact us if you have more urgent requirements.

Free up your precious time

If you are reading this, then you’re probably already aware how much time you spend on administration, research and report writing. Delegating this aspect to us will allow you to spend more time on what’s important, whether that be days on the golf course, spending time with family, or meeting clients and generating business

Increase revenue and profitability

By having more time to spend with clients, generating new business, and by reducing overheads that would come with employing a full-time paraplanner (salary, NI, pension costs and benefits).

Professional reports

Creating a good impression with your clients, we are able to present reports in our standard format with your branding or using your company template.

FREE Sample of our Quality

Sample CoPilot Paraplanning Quality with a FREE Example of their Financial Planning Report

Receive an example Financial Planning Report for FREE.