Complete Paraplanning Service
Suitability Reports
Comprehensive suitability reports covering all aspects of financial planning, from pension switches to investment recommendations. All reports are thoroughly researched, compliant, and tailored to your clients' specific circumstances.
Pension Solutions
Complete pension switch analysis, new pension recommendations, and pension top-ups with detailed suitability justification.
Retirement Income Planning
Drawdown analysis, annuity comparisons, and comprehensive retirement income strategies tailored to client objectives.
Investment Analysis
ISA and GIA recommendations, investment bond analysis, fund switches, and portfolio construction advice.
Protection Planning
Life insurance, critical illness, and income protection analysis with comprehensive needs assessment.
Tax Planning
Inheritance Tax planning strategies, carry forward calculations, and tax-efficient investment solutions.
Specialised Products
EIS, VCT, AIM portfolios, and Business Relief investments with detailed risk and suitability analysis.
Additional Report Services:
- Reviews & Ongoing Suitability assessments
- Discussion Documents for complex cases
- Bed & ISA transfer analysis
- Pension withdrawal strategies
- Multi-product consolidation reports
- Annual review documentation
Research & Analysis Services
In-depth research and analysis using professional software and databases. We provide comprehensive market intelligence to support your recommendations and keep your practice at the forefront of industry developments.
Product & Provider Research
Detailed analysis of financial products, provider ratings, and comparative assessments using FE Analytics and industry databases.
Platform Research
Comprehensive platform comparisons, cost analysis, and functionality assessments to support platform recommendations.
Cashflow Forecasting
Detailed financial projections using advanced modeling software to illustrate long-term financial scenarios.
Trust Planning Research
Complex trust structures analysis, tax implications, and suitability assessments for high-net-worth clients.
ESG & Ethical Investments
Sustainable investment research, ESG scoring analysis, and ethical portfolio construction guidance.
Consumer Duty Compliance
Research and documentation to support Consumer Duty requirements and demonstrate good client outcomes.
Strategic Consulting Services
High-level strategic support to help you develop propositions, improve processes, and leverage technology for better client outcomes and operational efficiency.
Centralised Investment Proposition
Development of firm-wide investment strategies, model portfolios, and standardized investment approaches.
Centralised Retirement Proposition
Comprehensive retirement planning frameworks, standardized processes, and client journey optimization.
Report Templates & Design
Custom suitability report templates for adviser firms and product providers, including design review and optimization.
AI & Process Innovation
Consulting on AI implementation, process automation, and technology solutions to improve client outcomes.
Back-Office Systems Review
Comprehensive analysis of existing systems, workflow optimization, and technology recommendations.
Process Review & Optimization
End-to-end process analysis, efficiency improvements, and standardization of operational procedures.
Administration Support
Complete back-office administration to free up your time for client-facing activities.
- Letters of Authority preparation and management
- Novation documentation and processing
- Data input and database management
- Annual review coordination
- New business processing support
- Client file organization and maintenance
Training & Development
Professional development for your team to enhance skills and knowledge.
- Paraplanner training and development
- Administrator skills enhancement
- Technical knowledge updates
- Software training and support
- Compliance and regulatory updates
- Best practice sharing sessions
Why Choose Our Services
Our comprehensive service portfolio is designed to support every aspect of your practice, from routine administration to complex strategic planning.
Quality Assured
Every piece of work is reviewed by qualified professionals to ensure accuracy and compliance.
Efficient Delivery
Standard 5-day turnaround with fast-track options available for urgent requirements.
Professional Tools
Access to leading industry software including FE Analytics, IO Planning, and more.
Expert Team
Chartered Financial Planners with 25+ years of combined industry experience.
Ready to Access Our Complete Service Portfolio?
Whether you need regular paraplanning support or project-based assistance, our comprehensive services can be tailored to your practice requirements.
Our flexible retainer system ensures you have access to the full range of services while maintaining cost-effective operations and predictable monthly expenses.
