Our bespoke service includes:
- 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.