We offer a range of Outsourced Paraplanning Services, please inform us if there is a service you require which is not listed below.
Cashflow Planning is one of our specialist areas, working with you to create a financial plan for your client. Identifying ways to mitigate risk and achieve aims and objectives. This provides the client with a clear and concise path over their life-cycle, turning goals into reality.
Technical Research & Analysis
Research & Analysis is at the heart of what we do, evaluating your clients aims and objectives and applying these to their financial and personal circumstances allows the right strategy to be implemented.
Annual Reviews are a constantly evolving area of the Financial Planning process, we provide fit for purpose and compliant annual reviews, helping our adviser firms meet the changing advice needs of their clients.
Platform & Product Due Diligence
Due diligence is important, this is why we provide this service to our clients covering a wide range of Platforms and Providers. Due diligence is also carried out on products, including Venture Capital Trusts, Enterprise Investment Schemes and Business Property Relief Products.
Report writing is one of the most important elements of the financial planning process, our suitability reports are detailed, personal and compliant. Giving clarity and peace of mind to you and your client.
We provide a range of calculations. These may be centered around Pension Planning issues such as The Tapered Annual Allowance or Lifetime Allowance Calculations or Tax Planning issues such as The Resident Nil Rate Band and Capital Gains Tax.
We carry out Switch Reports for your clients Defined Contribution Pensions, Stocks & Shares ISA's and Investment Bonds, helping to determine whether their existing holdings would be best held with a different provider.
Offering technical support allows us to provide guidance and work as a sounding board. We integrate into the financial planning firms we work with, allowing us to operate as an extension of your team.
New Business Reports
Final Salary Transfers
Stocks & Shares ISA's
General Investment Accounts
Enterprise Investment Schemes
Venture Capital Trusts
Please enquire for a schedule of our fees.