The CPC Group Process

We guarantee delivery of our work within 7 days. Time critical advice delivery is available for urgent requests.

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1. Advisor Submission


Adviser Submission – via our secure portal or via email.

2. Due Date Assigned


Due Date assigned and quote is produced for adviser approval within 24 hours of request being received by our office.

3. Advisor Approval


Adviser approval.

4. Paraplanner


Paraplanner makes contact with adviser within 24 hours of quote being approved.

5. Cash Flow Projections


Paraplanner produces cashflow projections within 3 working days to present to adviser for approval (if requested).

6. Delivery

Why Outsource

Plan is produced and delivered within 5 working days.