Our Services

Our aim is to provide you with a flexible service, tailored to fit your needs, with as little or as much paraplanning as you want. We can provide you with pure report writing (writing bespoke reports or working with your preferred templates) or a full paraplanning service Below is a brief list highlighting some of the forms of paraplanning we can assist with and the areas we specialise in.

Offering paraplanning services covering a variety of financial areas, such as pensions, investments, inheritance tax planning, VCT/EIS/BPR and protection.

- Research & analysis
- Annual Reviews
- Illustrations
- Tax Calculations
- Generic adviser support
- Financial Planning Reports

This is not an exhaustive list and we would be happy to address any additional functions which may add value to your business Our work is always presented in your own firms’ style and image. We can even use your own research systems and compliance processes to achieve a streamlined, process driven service. So, you get the full benefits of an in-house paraplanner without the added bother of employing one

Valuing Your Time and Budget

Paraplanning shouldn’t break the bank.

Every adviser is different - we understand that. It is why we offer a bespoke approach to fees, which will be agreed upon with you after discussing your requirements. Whether you use PPOL, templates, or guides, we can facilitate this and agree on a fee per report.

Instant access to a technical resource when you require

Sometimes you need someone there to help during busy periods. You can hire us on a retainer basis for a time that suits you. This way, you know you have the resources available to deal with your clients without the cost and hassle of full-time employment.

Transparent costs, tailored to you

When we have determined what will be required to complete your reports and/or technical research, we will agree on a fee for the work. Please call us to have an initial discussion around your needs, and we can start the process.