The paraplanning support we provide is designed to be fully flexible and provides you with the level of support you need, when you need it. 

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We work with a range of firms. Some of which are smaller firms where we provide all of their paraplanning support.  Others are larger firms that already have paraplanning support but require additional support as and when required to increase paraplanning capacity.

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To provide you with further flexibility, there are no minimum retainers, which means you can 'plug-in' paraplanning support when you need it.

 

Our end to end paraplanning service includes data harvest, research and analysis for both the existing and proposed plans, as well as preparing the Suitability Report and collating the relevant supporting documents.

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Or if you require just the Suitability Report and supporting documents, we are happy to work on this basis too.

 

Some of the services we can provide include:

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• Research and analysis of existing plans

• Research for new plans

• Suitability Reports for new plans

• Suitability Reports for investment or pension switches

• Annual reviews​

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