Streamline your business administration with INTEGRITY Virtual Office Planning

We off a wide range of bespoke, fully compliant paraplanning services designed to support independent advisers, mortgage advisers, firms and networks across the UK.

Paraplanning

Outsourced tailor-made paraplanning services, from general insurance processing to stability reports, we have an enormous range of services. Click for more services.

Administration

Outsourced tailor-made paraplanning services, from general insurance processing to stability reports, we have an enormous range of services. Click for more services.

Compliance

Outsourced tailor-made paraplanning services, from general insurance processing to stability reports, we have an enormous range of services. Click for more services.

“An adviser’s most precious commodity is time. Your time is best spent with your clients and generating new business. Somebody else should be doing the rest.”

 

We can manage your client review appointments, prepare files for your meetings, process your paperwork and daily post, manage your diary or help with newsletters and quarterly portfolio reports. And that’s just for starters.

The Integrity team has mastered the intricacies of all the major back office/CRM systems including

Tailor-Made Services

Our full paraplanning services are tailor-made to suit your individual needs. Full case packaging continues to be one of the most popular things we do. All you have to do is supply a fact find, then we take over. We do everything from the research, inputting of the application and preparing the suitability report through to pipeline management and monitoring your fees and commissions.

We are also more than happy to deal with any product providers on your behalf and have experience in file checking and compliance. These services are tailored to meet the needs of individual advisers or networks.

 

Not everyone has the time or, if we are being honest, the inclination to deal with the ongoing demands of the financial industry. So why not let us help out?

Our rates are available on request. We have detailed charges which can be tailored to suit you and your business. We can charge on a time-costed hourly basis or work to a fixed monthly retainer. It’s entirely up to you.

Contact us

To discuss your individual requirements, please contact us either by telephone, email or by completing your contact details in the form below.

Get in touch today