We work with national IFAs, small businesses, directly authorised and network members and we specialise in research and report writing on pensions, investments, protection.
Our work is always presented in your own firms’ style and image. We can even use your own research systems and compliance processes to achieve a streamlined, process driven service. So, you get the full benefits of an in-house paraplanner without the added bother of employing one.
Our paraplanning service includes:
Assessment of existing financial plans/funds
Research and due diligence (using your systems or our own)
Financial Planning Reports
Annual review letters
We don’t have upfront or ongoing/retainer charges
You pay for what you use on a case-by-case basis. And by only paying for our service when you need it, you’ll be minimising your costs!
Drop us an email and we will be happy to send you our full menu of services.
Heidi at Absolute Paraplanning has been providing HBB with outsourced paraplanning support since June 2018. Heidi has assisted us in conducting product/provider research and producing high quality, detailed and fully compliant suitability reports for investments and pension switching /consolidation purposes. Her technical input and expertise have been invaluable and have freed up more time for us to carry out more direct client facing work. Lawrence Watts, FPFS – HBB Wealth