There are many ways we can help you drive your business forward. Whether you want to utilise our full outsourced paraplanning service or you need a hand with general administration.
Remember, our services are bespoke and tailor-made. This means any work undertaken is completed to your company’s standards and style. This helps ensure consistency in any correspondence with your clients.
We have a wealth of experience working with Independent or Restricted Financial Planners and Mortgage and Protection Advisers who are either directly authorised with the Financial Conduct Authority or who are part of a network. We can also act as a reliable contact for product providers.
So what do we require from our clients? Well, as an example, for us to be able to provide a high quality Suitability Report (which can be adapted to white label your company style if required), we will need an up-to-date Fact Find, file notes and details of a client’s existing assets. For more details, and to find out what else we may need, please give us a call. All the documents we produce are returned in Microsoft Word format and are fully editable.