t: 07933 615991
e: info@i-paraplan.co.uk

FacebookLinkedIn
i-ParaPlan
Navigation
  • Home
  • Services
    • Technical Suitability Reports
    • Annual Reviews
    • Cash Flow Forecasting
    • Virtual Admin
  • About
  • News
  • Get in touch
    • Privacy Policy
    • Terms and Conditions
  • Search
  • Home
  • Services
    • Technical Suitability Reports
    • Annual Reviews
    • Cash Flow Forecasting
    • Virtual Admin
  • About
  • News
  • Get in touch
    • Privacy Policy
    • Terms and Conditions
  • Search

Post Archive by Month

View Post

6 Guidelines for Successful Client Annual Reviews

In News by Nitu MehraDecember 8, 2022

Did you know Financial Planners spend most of their time conducting their client Annual Reviews? A review meeting is an important aspect of a financial plan as it offers the …

Recent Posts

  • 6 Guidelines for Successful Client Annual Reviews
  • Trusts vs Business Relief products for Inheritance Tax planning options – isn’t it time you explored which one to use?
  • 9 Reasons To Outsource Your Paraplanning & Administration vs In-House?
  • Why Every Firm Should Consider Outsourcing Virtual Admin
  • How to Prepare a Cash Flow Forecast for Your Firm

Recent Comments

    Archives

    • December 2022
    • October 2022
    • July 2022
    • May 2022

    Categories

    • News

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org

    Powered By Themeco

    • Home
    • Services
    • About
    • News
    • Get in touch
    FacebookLinkedIn
    We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
    Cookie SettingsAccept All
    Manage consent

    Privacy Overview

    This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
    Necessary
    Always Enabled
    Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
    CookieDurationDescription
    cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
    cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
    cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
    cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
    cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
    viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
    Functional
    Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
    Performance
    Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
    Analytics
    Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
    Advertisement
    Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
    Others
    Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
    SAVE & ACCEPT