SERVICES

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Our primary objective is to integrate as part of your team to provide you with the paraplanning support you require.

 

Our key services include:

 

  • Factfind Data Entry

  • Product research

  • Fund research

  • Suitability report writing

  • Annual reviews

We work in all business areas covering the spectrum of financial advice including:

 

  • Pension Transfers

  • IHT planning including Discounted Gift Plans & Loan Trusts

  • Bond, Unit Trust & OEIC replacements

  • ISA transfers

  • Pension Drawdown Recommendations

  • Annuity Recommendations

  • New Investment & Pension contributions

  • Protection Recommendation

  • Client Review Service