In addition to report writing we offer a bespoke administration service which includes:

Liaising with Product Providers on your behalf to obtain policy information / illustrations
Collation of client’s existing policy details
Client Portfolio Valuations
Research
In-house* or remote back office data input
In-house* file organisation and assistance with compliance preparation
In-house* development and implementation of TCF procedures including client segmentation

*depending upon location


We specialise in the following subjects:

PENSIONS Personal Pension Plans Stakeholder Pension Plans Self Invested Pension Plans State Second Pensions (S2P) Open Market Options Income Drawdown Group Pension Scheme QROPS

PROTECTION Family Protection Business Protection (Shareholders, Key-Person) Gift Inter Vivos Mortgage Protection Group Schemes Life, Critical Illness, Income Protection, Private Medical Insurance

INVESTMENTS Investment Bonds OEICS Unit Trusts ISA VCT/EIS/EZT Platforms Discretionary Fund Managers

For details of costs please visit our Fees page