Services

You choose how you want to work with us

Financial planners have different business models and a support solution that suits one firm may not be right for another. Using an outsourced paraplanning service means that we can tailor our support to your needs and when your business changes, we will change with you. We may not be on your payroll, you will not see us by the water cooler, and we won’t be attending your Christmas party, but we work best when we are part of your team. You decide how big a part you want us to play.

Report writing support

If you prefer to carry out your own research, you may only need us to help with report writing. We would be delighted to help. Our report writing service is provided on a fixed cost basis which makes it easier for you to include it in the fee you agree with your client. We have a suite of suitability report templates which can be adjusted to reflect your firm’s branding, including fonts, logos and colours, but we are happy to work with your templates if you prefer. All reports will be delivered in a word format to allow further editing. 

Ad-hoc support

If you need us to undertake a specific administrative or paraplanning task, or your case does not neatly fit the modular fee structure, we are happy to charge for the time taken to provide the support you need, when you need it.

This may include gathering plan information, stepping in to provide support when your in-house paraplanner or administrator is struggling with their workload, carrying out specific calculations, or preparing bespoke research and analysis, including cash flow projections.

We charge an hourly fee for this type of work, although we will be happy to provide an estimate before any work is undertaken. Time is billed by the minute and a breakdown will be provided with your invoice once we have completed the agreed piece of work.

Ongoing support

If you prefer a fixed monthly cost, we offer a retainer option. We establish what paraplanning and/or administration support you require and agree a fixed fee. The cost differs depending on each firm’s or adviser’s requirements and level of activity.

Bespoke support

Some of the work we are asked to do, such as help with staff recruitment and training, or consultancy and project work, is only carried out on a bespoke fee basis because firms’ requirements vary widely and there are too many variables to take into account.

Please get in touch if you have a particular project in mind and we will be happy to let you know how we can help and provide an estimated cost.