Welcome
Absolute Paraplanning is a fully bespoke outsourced paraplanning service for Financial Advisers. We tailor our services to suit your goals; whether you are an independent adviser, a national IFA, directly authorised or a network member.
Our bespoke service includes
- Liasing with providers for existing plan details
- Research into existing products
- Obtaining Projections / Valuations
- Product Research
- Fund Research
- Recommendation Report
- Suitability / Reasons Why Letter
|
 |
We offer additional bespoke services such as assistance with compliance, in-house work (subject to location and availability) and development and implementation of TCF procedures including client segmentation.
Based in East Hertfordshire our service is usually operated on a remote basis and our turnaround time for providing a fully completed Report/Suitability Letter is 3-5 working days.
Our paraplanning service is mostly 'pay-as-you-go' therefore you only pay for work completed and approved - you pick and choose the level of service you require on a case-by-case basis. Once a regular level of workload has been established, a cost effective monthly retainer fee can be introduced.
ABSOLUTE PARAPLANNING is not regulated by the Financial Services Authority and does
not provide financial advice to consumers. If you require financial advice then you should visit www.unbiased.co.uk to locate a local financial adviser.
|