This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
FAQs
To help you decide whether our service is right for you, we have put together our most frequently asked questions.
Why should I outsource?
We’re glad you asked. The very fact that you found our website and looked at a few different paraplanning services out there (if you haven’t, you definitely should) tells us that you may be thinking about getting things done a bit quicker.
You want to better control your running costs and spend more time doing what you enjoy and less time doing what you don’t. Does that sound like you? It’s time to look at outsourcing!
I already have a paraplanner. Can I still use your services?
Absolutely. We are happy to work with and alongside your existing paraplanner. If you already employ a paraplanner we would be delighted to provide additional support.
We can help you get through any backlog and then provide ongoing support for any overflow cases. Firms often choose to send us more complex cases, while their in-house paraplanner deals with day-to-day reports and other paraplanning duties.
Do you take ad-hoc work?
The short answer: No.
The slightly longer answer: We produce work that looks, sounds and feels as if it was prepared and written by you. It takes time to develop an effective working relationship that allows us to deliver high-quality, personalised research and reports to you quickly and efficiently.
We couldn’t do this to the same standard if we picked up one-off pieces of work for a large number of advisers. Instead, we focus on working closely with a select number of firms that share our passion for financial planning and understand that long-term relationships build the strongest businesses.
What is your turnaround time?
Everyone’s favourite question. Officially, we aim to deliver work within five to ten working days. This is subject to us having all the information we need to complete a piece of work.
You can find all the information you need about how we work right here.
Do you cover all areas of financial planning?
We do. However, we do not deal with employee benefits and group schemes. We are happy to assist with defined benefit transfer advice and have done a lot of work in this area.
We also have tons of experience with structured products and tax-efficient investments (EIS, VCT, business relief schemes), as well as various estate planning solutions.
We primarily work with financial planners who outsource their investment management or run their in-house model portfolios, but we are happy to assist with fund research and selection where required.
How do you charge?
We want to be upfront how we do things, so our fees are clear and easy to understand. Read more here.