We understand that all firms work in different ways so we will work with you and tailor our service to meet your specific requirements. Here are just some of the tasks that we undertake on a daily basis;
• Pension Transfer business and TVAS
• Pension switch business and Cost Comparison Reports
• Product and Provider Research
• Fund Research
• Suitability Reports
• Full Holistic Financial Plans
• Cash Flow Planning
• Existing Product Research
• File Checking
• Due Diligence
Whether it’s a full paraplanning service with research and portfolio construction that you require or just report writing, we will fit our services around your business needs.
The clear benefit to you is only paying for what you need, when you need it and you can spend your valuable time on more productive business generating activities.
We prefer to offer a fixed fee service once we have discussed your requirements, however, we do offer a variety of charging options including a monthly retainer and an hourly rate for specialist project work.
Please contact us to discuss your requirements.