Full Paraplanning service
For this service all we need you to do is to provide us with some client information from your fact finding and letters of authority. We will do everything else.
By this, we mean that we will undertake full research of any of your clients’ existing affairs that you would like us to look at, undertake research, obtain illustrations, complete the suitability letter or report using your own style of letter and complete application forms. This can then either be provided to you in a paper format or electronically.
We can either do this on an advice basis where you specify your preferred outcome or a pure research basis where you ask us to undertake the research. Obviously, as you are the Financial Advisor, providing the advice and signing the letter, the final responsibility as ever will be with you.