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Outsource Your

Paraplanning

High quality paraplanning on a pay as you go basis, saving
you time and money and allowing you to focus on your clients. 
SERVICES

We cover all paraplanning needs from research all the way though to completing the report and supporting documentation, reports include:

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  • New Pension Report

  • Pension Switching Report

  • Drawdown Report

  • Annuity Report

  • New Investment Report

  • Investment Review Report

  • Protection Report

  • CashFlow Planning

  • Annual Review Report

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WHY US?

Main benefits of using us:

 

  • Providing a high quality service to meet your personal requirements

  • Offering maximum flexibility in order to provide personalised reports for each adviser

  • A pay as you go service so you are never committed to a contract

  • Communication with you throughout the process to ensure reports are suitable for the adviser

 

HOW WE WORK

An overview of how we work:

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  • We offer an online process from start to finish with a dropbox service so you can easily access and download files

  • We can be flexible around your needs and timescales, in order to prioritise urgent cases

  • We will be in touch throughout the process to ensure you are happy with the final report and supporting documentation

 

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