Services

Our specialist services include

  • Strategy Papers
  • Financial Modelling
  • Statements of Advice
  • Technical review of your Strategic Advice

We have streamlined our processes and procedures to make it easy for you to outsource your paraplanning needs to us. Part of the service we offer is to refine and customise our templates to suit you – and they are very client-friendly!

Our Strategy Guidelines, that we provide to you, ensure that all aspects of the client’s situation are considered and that the relevant documentation is sent at the initial stage – this avoids the time wasting process of going back and forth between contract paraplanner and adviser. Above all, it ensures a swift turnaround time for the Job Request.

Are you a Financial Adviser who specialises in personal risk insurance and want to branch into more complex strategies? Our wealth of experience can assist you to navigate through the maze of technical strategies.

Our Strategy Paper may be the solution. You provide us with the Personal Financial Questionnaire and the file notes of any meetings/discussions that you have had with your potential client and we will brainstorm the strategies. You can then use the strategy paper as a point of discussion between you and your client.

Do figures overwhelm you?  Why not try our Modelling Service? We can prepare a retirement snapshot or we can work out the cashflow and tax position for complex strategies. We will model a number of scenarios and you choose which strategy is appropriate for your client.

Do you have staff on leave or are you going through a busy period? Are you reviewing your business model to minimize your overheads? Well, outsourcing the preparation of your Statement of Advice will save you time & money.

You can use us as a ‘sounding board’ for new ideas and strategies, drawing on our awareness of trends and regulatory changes in the profession. Not only are we keen to exchange ideas but we can refine your strategies through our Technical Review Service.

We will even help you with resources to develop more effective strategies for your clients as we view our relationship as a partnership. After all, the more successful you are as an adviser, the more work you will generate for us.

You can use our services on an ad hoc basis or as your preferred paraplanner service. Please contact us for a detailed costing of our services and turnaround times.

Download The Process