We work with directly authorised small to medium sized firms and we specialise in research and report writing on pensions, investments and 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.
Working With Us
It is quick and easy to start working with us. We’ll quickly adapt to your current processes. By outsourcing to us you can add expertise to your business and free up time to focus on providing advice and service to your clients.
Research & Due Diligence
Assessment of existing plans and providing product and investment research using your systems or our own industry standard research tools.
Suitability Reports
Our report writing services are tailored to your firm using your own style and branding. We can use your existing templates, or we can create a new one for you. By using a paraplanning firm that writes reports on a daily basis, your reports are always up to date on any market or regulatory changes. And, because we assist many other firms, best practices can be applied from others to the benefit of all.
Annual Review Letters
Financial planners providing investment advice must provide a periodic assessment at least annually and confirm the continued suitability in writing. The periodic assessment must contain an updated statement of how the existing investments meet the objectives, risk and personal circumstances of the client. This is where we can help with the preparation of annual review letters.
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
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.