Services

We know that you might want more support in some areas of your business than others. So, rather than have a blanket approach, we offer services that fit perfectly into your business model. Take a look at the menu and see what works for you. If the options that you are looking for aren’t here, then don’t hesitate to drop us a line and discuss. We work flexibly and want to help you achieve your goals.

Paraplanning

List of Services we offer

 

Investment Selection

You need to back up every decision you make in the modern financial services arena. We provide the research and rationale to establish which products and investments you use with their clients.

Read More

Product Comparison

There are so many products out there now, each with nuances that differentiate them. Using the systems available brings you certain comparisons such as price, but we need to drill down much further than that.

Read More

Written Suitability

Because nobody likes writing a report (well, that’s not strictly true) when they could be doing something else instead. Your reports are required by compliance and will be sifted through with a fine toothcomb.

Read More

File Suitability

Let us run our keen eye over your reports and files. We have vast experience in this area and can spot any areas that you might need to tighten up. Nobody wants compliance breathing down their neck.

Read More

CIP/CRP/PROD Construction

The FCA now require you to undertake PROD reviews, this means those previously optional Central Investment and Central Retirement Propositions (CIPs and CRPs) are now compulsory.

Read More

Cash Flow Modelling

In its most basic form, this is to allow you to show a client if their financial plans are on track. Clients can be the most demanding people on earth. But with our cash flow analysis service, you can stay on top of their investments and pensions.

Read More

 

Consulting

List of Consulting services we offer

 

Recruitment

Do you need help with in house paraplanner recruitment..

Read More

Support

Do you need help with lead generation, networking, marketing..

Read More

Development

For in-house or freelance paraplanners who would benefit..

Read More

Locum

Is your paraplanner on holiday or off sick? No problem..

Read More
Guarantee
Speak to us on WebChat, or contact us for our fees