Our bespoke service includes:
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  • Liaising with product providers on your behalf for information
  • Research into existing plans
  • Client portfolio 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 Hertfordshire, our service is usually operated on a remote basis with national clients and our turnaround time for providing a fully completed Report/Suitability Letter is 3-5 working days.

Our paraplanning service is mainly ‘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. A cost effective monthly retainer fee can be introduced if a regular level of workload is required.