Helping You Stay on Top of Your Business

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The following are some of the services we offer, although please get in touch to see how we can tailor our services to your business:

Retirement Planning:

• Full technical research for Defined Benefits transfers with APTA&TVC
• Analysis of existing pension plans, including any safeguarded benefits
• Cashflow modelling for any clients, in a method you prefer
• Retirement Income recommendations
• Research of investment options and cost analysis of any transfer/switch
• Full file checking offered on all DB transfers to assess suitability

Investment Planning:

• ISA/GIA New Investment and replacement business (including cost/critical yield analysis)
• Bond encashment/replacement business
• High Risk EIS & VCT Investment recommendations, including income strategy for HNW clients
• IHT recommendations such as Business Property Relief (including any calculations necessary)

Paraplanning Service:

• Full Suitability Report creation specifically tailored to your style
• Access to your own technical paraplanner, wherever you are in the world
• Client portfolio reviews including ad hoc research
• Ability to help your existing staff or integrate as necessary

Clients that can utilise the benefits of our support:

• Financial Advisers from sole traders to large multi-adviser firms
• Restricted Advisers from national advice firms
• Investment Firms that have a Wealth function (such as DFMs)
• "Link" companies who organise report writing for firms
• We also sub-contract case work from other Outsourced Paraplanners