Welcome To Precision Financial Solutions Limited

The Professional Paraplanning Service with a Personal Touch

OUR SERVICES
 

The team at Precision Financial Solutions is passionate about delivering a bespoke support service to Financial Advisers within the constantly changing financial services sector. We aim to make a positive impact on the business of everyone who uses our services by tailoring those services to suit the needs of each individual adviser and although we work remotely, our objective is to fully integrate as an effective part of your team. If you require assistance, our qualified staff will provide you with expert guidance. We're looking forward to working with you!

 
OUR TEAM
 

The team at Precision Financial Solutions Limited is headed by Rachael Pike and has a combined experience of more than 100 years within the Financial Services Industry. During this time we have worked within the compliance functions of many of the leading advice networks including Zurich, Openwork, St James Place and Intrinsic gaining considerable knowledge of their systems and being integral to the design and implementation of some of their advice processes. We have been in operation for a number of years now providing a wide range of services to small, medium and large businesses across the country working in both the independent and restricted advice sectors.

 
TESTIMONIALS

"I have used Precision Financial Solutions Limited since the company was set up and I always recommend them to all of the new recruits to our company. They are up to date not only on regulation but also changes to the Network’s Sales Process. If it was not for Precision Financial Solutions I personally would not be in the pension transfer market".

 
Need more details? Contact us

We are here to assist. Contact us by phone or e-mail

FAQs
"How can I benefit from using Precision Financial Solutions Limited?"

 

A key benefit of using Precision Financial Solutions Limited is freeing up your time to spend with your clients and generating new business, which ultimately increases your revenue and profitability.

 

Our paraplanners are highly qualified and experienced at research, analysis and report writing so you can be assured of a highly professional service.