Full Paraplanning

Wealth
At Retirements
Protection
Mortgages
Estate and Inheritance Tax Planning
Wealth

Investments and Pension solutions to help increase your client’s wealth.

At Retirements

Decumulation strategies to suit each individual situation.

Protection

Personal and Business Protection options.

Mortgages

Residential and Buy to Let products.

Estate and Inheritance Tax Planning

Resolutions to minimise potential tax liabilities.

Reviews

Portfolio Report
Risk Analysis
Pre & Post Review Reports
Annual Cost & Charges
Portfolio Report

Full up to date valuations on all existing plans.

Risk Analysis

Ensuring that your clients are investing correctly.

Pre & Post Review Reports

Full audit trail of the review process for you and your client.

Annual Cost & Charges

MiFID II compliant.

Defined Benefit Transfers

APTA with TVC Reports
Pre-Advice Triage System
Full Defined Benefit Report
APTA with TVC Reports

Full comparison of Final Salary Schemes.

Pre-Advice Triage System

Critical analysis of suitability.

Full Defined Benefit Report

Suitability of potential Scheme transfer.

Business Management

Fee & Reconciliation Services
Back Office Support
Business Consultancy
Fee & Reconciliation Services

Monthly services utilising Intelligent Office.

Back Office Support

Full admin services including postal and scanning.

Business Consultancy

Actively planning the growth of Adviser’s businesses.

Ad-Hoc Paraplanning

Fund and/or Product Research
Risk Profiling
Switch Analysis
Fund and/or Product Research

Defaqto / Centra / Dynamic Planner / MorningStar.

Risk Profiling

Distribution Technology / Dynamic Planner.

Switch Analysis

O+M / SelectaPension.

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