We're not only experts in
our field, we have an
expert process in place to
ensure your clients get
the best advice. All our
projects are managed through
the Paraplan Plus Hub,
our project management
system.
Clear action points & delivery dates. A date stamped audit trail
Everyone can log in and see the progress on their clients' reports
All information and files are co-ordinated
Every person working on your reports is a carefully selected, highly qualified and experienced paraplanner.
“I have used Richards paraplanning services regularly for several years now and continue to use him under his new venture. I have found Richard one of the most professional and personable individuals I have come across in 10 years in Financial Services, capable of creative thinking and going just that little bit further than was expected. I thoroughly endorse and recommend his services.”
Charles Riches, Capital Asset Management
Check for any missing data, understand the objectives, agree on outcomes and actions, confirm costs and timescales.
Cross check research and advice process with compliance requirements.
We use our own knowledge and experience as well as leading tools such as Synaptic, Analytics and Selectapension.
We use our own in-house report writing system to produce industry leading, attractive and professional reports integrating your own branding.
To create a compliant audit trail we will provide you with quotes, KFDs, fact sheets, risk profiles, research and portfolio reports etc.
All our reports are checked for technical accuracy and proof read before being issued.
As part of your team we are always on hand to deal with any additional work once a report has been issued.
Your first point of contact:
Richard Allum, 0845 125 9644
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