Our Services
Our focus is on delivering a high-quality, personalised service that adds real value for the advisers that choose to work with us. We’re committed to continuously enhancing and expanding our offering to meet the evolving needs of the financial planning industry.
Our services mirror those of an in-house team, but with greater flexibility. You only pay for the time you need, charged by the minute at a competitive hourly rate (some services may be subject to VAT). This approach ensures cost-efficiency without compromising on quality.
There are no minimum commitments, no retainers, and no long-term contracts. You have complete freedom to use our services as and when you need them. If we’re the right fit for your business, we’re here to help, if not, there’s no obligation to continue to work with us.
Our core service is Paraplanning, but we also offer other types of support. Some services, such as Investment Proposition development, are offered at a fixed project fee. Scroll down to explore how we can help you work more efficiently and grow your profitability.
“To sum up our services, we can consider anything that an IFA business requires”
.png)
Paraplanning
Paraplanning is the core of our business:
-
Strategic planning
-
Cashflow planning
-
Product and fund research/analysis
-
Illustration and application preparation
-
Suitability report writing
-
Portfolio review and re-balancing
Business start up Services
If you are starting out, we can help you create an identity:
-
Brand design
-
Stationery design
-
Client Service & Investment Proposition development
-
Network recommendation and integration support
-
IT consultation, design, order and integration
Marketing Services
We can help you shout about your business:
-
Website design and ongoing maintenance
-
Email marketing campaigns and distribution lists
-
Newsletter creation and distribution
-
Corporate brochure design, print and distribution
-
Social media management
Compliance Support Services
We can offer basic compliance support and guidance, but if you are a directly authorised firm looking for a more comprehensive range of compliance services, we are able to offer referrals to trusted partners.
Business Development & Maintenance Services
We can help you grow and maintain your business in the following areas:
-
Client Annual Review Servicing
-
DFM Due Diligence
-
Platform Due Diligence
Administration Services
We can help you with various aspects of administration including:
-
Letters of Authority (LOA / data gathering)
-
Diary management
-
Client engagement
-
Telephone support
-
Client valuations & general policy servicing
-
New business submission