Data Gathering

We send off Letters of Authority on your behalf and gather all the policy data required. Because we are your paraplanner we also check it back in to ensure everything we need to prepare any recommendations has been supplied too.

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Annual Reviews

From updating client information, booking the appointment, preparing all pre review reports and completing the continued suitability letters on your behalf. Our end to end service ensures our admin staff and paraplanners talk to each other, you and the client to enhance the service provided to your clients.

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Data Management

We ensure your client details, product information, registers and back office systems are kept up to date. So when you need access to your key management and FCA reporting information it is all at hand. We can even help you submit your Gabriel reports.

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