Outsourced paraplanning support is our speciality. Here are just some of the services we offer:
- Analysis of your clients’ existing portfolios.
- Research and analysis.
- Comparison reports.
- Suitability reports: Pensions including Switching, Drawdown, Annuities, Pension Sharing Orders, GPP, SIPPs and Commercial. Investments including OEICS, Unit Trusts, Collectives, Bonds (on and off-shore), ISA, VCT, EIS and Wrap Platforms.
- Mortgage processing: Residential, Commercial and Buy to Let.
- Protection processing: Key Man, Relevant Life, Term, Whole of Life, Family Income Benefit.
- Telesales service enabling us to contact clients on your behalf to obtain information as part of your sales process and applications*.
- General Insurance processing: Buildings and Contents and Commercial.
- Pension processing: GPPs, SIPPs, pension transfers, Annuities and Platforms.
- Investment processing: OEICS, Unit Trusts, Collectives, Bonds (on and off-shore), ISA, VCT, EIS.
* Please note, all client contact communication is digitally recorded and fully audit trailed.