We can help with the following, and more!
- Product and provider research
- Suitability report writing
- ‘Discussion’ documents, setting out ideas and options
- Cashflow planning
- Bespoke financial plans
- Pension switching analysis
- Paraplanner training
- Paraplanning and process consultancy
How we do it
Our aim is to work in partnership with you to help produce
the best outcomes for your clients, whilst keeping the
process simple and cost-effective for you. We only work with directly authorised advisers.
- We really care about what we do and we work with integrity.
- All work is thoroughly checked by another member of the team before we issue it, so that the reports you receive are ‘ready to go’.
- Our Suitability Reports start with a bespoke background section, which is 100% personalised to the client, without replaying unnecessary and irrelevant detail.
- Our reports are clear, succinct and based on what we believe to be industry ‘best practice’.
- We can include your branding, including your company colours.
- Our work is accurate and on time.
- We work as a team, so you won’t find work sometimes stops because your paraplanner is ill or on holiday.
Want to know more?
You can see what our existing clients have to say on the Home page.
If you’d like to see a sample report, please contact us. The sample report is based on our own ‘in-house’ style, but we can incorporate your company branding and / or any other specific requirements you might have.
We also have a Due Diligence document, if you want to dig a little deeper. This includes important information about topics such as data security, business continuity, risk management and more. The document is available on request.
How it works
When you’re ready to submit a case, the process works like this:
- To avoid the risks involved with sending personal and sensitive information by email, we use a simple and secure online portal.
- You tell us the client’s name and we’ll set up a ‘case’ on the portal.
- We’ll provide you with a link to the case, you simply ‘drag and drop’ the relevant documents into the portal and click the ‘upload’ button.
- We’ll check the details and confirm receipt within one business day.
If we have any questions about the advice or feel we can give some input into the advice process, we’ll get in touch with you.
We aim to return your completed research and report in 5-7 days. If you need a piece of work completed quickly for a particular reason, we’ll always do our best to accommodate.
Getting started
If you think we might be a good fit for your needs, please call us and we can talk about how we can help. If you’re not sure, you can try submitting a case without any commitment to sign up to the retainer. We’ll send you the obligatory paperwork to cover GDPR, after which we’ll get you set up on our secure portal.
It’s quick and easy to get started. We’ll ask you to complete a Submission Form for each case you send us. This tells us what you need and when you need it. It also includes a checklist, which lists the documents we need for each case; a Factfind, risk profile, meeting notes and details of any plans being transferred etc.
We can also provide you with letters to help with data gathering, which you can send to existing plan providers.
Resources
Office of National Statistics Life Expectancy calculator:
Are your clients claiming all the benefits they’re entitled to?
Annual Allowance calculator
Government State Pension Age
calculator:
Octopus Investments Inheritance Tax Calculator:
Income drawdown calculators
