Services
In addition to report writing we offer a fully 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
In-house* assistance with compliance preparation and the development and implementation of TCF procedures.
*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
Platforms
Discretionary Fund Managers
For details of costs please visit our Fees page