Services

We produce accurate, highly personalised, well presented and thorough reports within agreed timescales to advisers throughout the UK. Our flexible paraplanning covers a range of services, including:

  • Suitability report writing.¬†
  • Cashflow planning.
  • Bespoke financial plan compilation.
  • Pension transfer analysis.
  • Product and provider research.
  • Paraplanner training.
  • Paraplanning and process consultancy.

We have experience of O&M Pensions Profiler, SelectaPension, Synaptics, Dynamic Planner, FE Analytics, Aequos Engage, Aequos Online, Assureweb, Avelo (Exweb), Webline, Voyant and others.