Our Services

We are outsourced paraplanners – A way of obtaining Paraplanning and Administrative support without the expense or commitment of a full time member of staff.

Financial Planners and advisers increasingly rely on paraplanners to assist them with research, financial plans and report writing. Perhaps the most important function of a paraplanner is to provide a sense check for the financial plan that is developed for the client. And that’s where we come in….

Technical Suitability Reports

We provide technical reports and analysis for:
New Defined Contribution Pension/Investment Reports
Defined Contribution Pension/Investment Switch Reports
and much more…

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Annual Reviews

We can help with assessing your client’s investments to ensure they remain suitable for them and can include financial forecasts, a portfolio review and a review of unused allowances.

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Cash Flow Forecasting

We have experience using Voyant, Truth and CashCalc financial forecasting tools.

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Virtual Admin

We will gather data, obtain valuations, deal with client correspondence and illustration. We will try to take care of some of the administrative tasks involved before the Paraplanner gets the case.

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How we work.

1  Terms of Business & Fees Once you have requested to use our services, we will send you our terms of business along with our fee schedule, this can of course be tailored to suit your requirements which we will have discussed prior to getting started

2Case Submission
We will then send you a case submission sheet (or email if easier) for you to complete. This will provide us with a summary of the case and what service you require, i.e. pension switch or simply product research

3Agreed Fees
Once we have reviewed the case we will give you a quick call/email confirming our fees for that particular case. Please remember that we will never start a case without agreeing your fees first, we believe in an honest and upfront policy so there are no surprises down the line

4 Case upload and Review
We will then ask you to upload your case documents to our secure portal/or whatever suits your requirements. We will also review the case and ensure we have all we need to complete the report

5Analysis & Report
We will start working on the report as soon as we have all the required information.  We will provide the report back to you within 5 working days of receiving all complete paperwork.  This could be sooner or later if this is at a busy time in the year, however, we will inform you before we commence any work

6Submit Report
Once complete we will send the report back for you to review

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