Building on Outsourced Paraplanning (Effective Suitability Reports), in which Rory Percival sets out his concerns over suitability report letters, ATEB Consulting’s Steve Bailey presents a few of the more common issues that the compliance firm discovers in adviser files put together without the aid of a qualified paraplanner. 1 – Reports being twice … Outsourced Paraplanning – Effective Suitability Reports
In order to keep paraplanning costs down, the Paraplanning Hub offers outsourced paraplanning fees from £40 per hour. The Paraplanning Hub pricing plans have been designed with your busy and growing financial planning practice in mind. We are here to help you quickly and efficiently deploy additional Paraplanning resources to enable you to meet the needs … Paraplanning Costs – From £40 per hour
Taking professional financial advice – Part 3 Why only 18% of adults seek professional financial advice. Even though my previous articles have shown working with a financial adviser can produce a real tangible financial gain (Part 1) and actually make you happier (Part 2) less than 20% of UK adults actually engage with one (18% … Professional financial advice – ONLY 18% listen! ..Part 3
(Working with a professional financial adviser – Part 2.) It appears taking financial advice can make you happier, I know I was surprised too. But stick with me on this one. Firstly, full disclosure, the article is US biased. Although I do tend to think money is a global leveller so I am comfortable in … Financial advice can make you happier – Part 2
The role of a financial adviser is all about one thing – delivering the very best financial advice to your clients. It might look easy when you first start out, full of ideals, that you can deliver this time after time. But once you have been in the role for some time, the trees cover … Top 5 Tips For Delivering Your Best Financial Advice.
A recent report by the International Longevity Centre UK (ILC) (read in full here) concluded that people who worked with a professional financial adviser were a very impressive £47,706 better off over a 10 year period. This value was made up of an increase in overall asset values including accumulated pension wealth. Yes, the above … Working With a Professional Financial Adviser – Part 1
How Can You Trust An Outsourced Paraplanner? There comes a time in a growing IFA business where you have a decision to make – do I trust an outsourced paraplanner to help me grow? The choices here are hiring someone or outsourcing. With the advice in books such as The 4 Hour Work Week, outsourcing … How Can You Trust An Outsourced Paraplanner?
The question around outsourced paraplanning fees has been on a lot of people’s minds over many years, there are a few posts littered throughout the internet – as well a number of companies that do list fees and costs publicly on their websites. A thread of posts on ‘the ParaPlanner’ website suggests that outsourced paraplanning … Outsourced Paraplanning Fees
At the Paraplanning Hub, our vision is that you will be able to have outsourced paraplanning near you.. Our model is to have 10 hubs based throughout the UK – including Manchester, Leeds, Edinburgh, Birmingham, and London. The first hub and headquarters are based in the North East of England in County Durham, within The … Outsourced Paraplanning Near Me – Contacting Us