Our Services
About The Service
Each case we handle includes thorough analysis and research to develop recommendations related to strategy, product, and investment portfolios as needed.
We share our insights and suggestions with you, providing a comprehensive documentation package that contains a briefing note, report, illustrations, and all relevant research and analysis files.
In our collaboration, we also validate the recommendations, leveraging our experience to offer you a second opinion.
Our expertise covers various advisory areas, including investments, personal and business protection, inheritance tax, asset migration, pension transfers, retirement planning, financial planning, and lifetime cash flows.
Outsourced Paraplanning Service
When you're ready to boost your paraplanning capabilities, you need a solution that integrates easily and dependably. That's where The Outsourced Paraplanner steps in.
Our research, analysis, and report writing services integrate smoothly into your business, elevating your offerings and promoting higher standards of professionalism.
With years of experience collaborating with various financial advice firms, we've gained insights into a diverse range of cases, which we leverage in our work for you.
Our proven methodologies and processes are designed to fit seamlessly, so you won't have to create your own from scratch.
Together with our qualified and experienced team, these elements are key to our success in providing outsourced paraplanning services to financial advice practices across the UK.
What We Do
While this is a comprehensive list of our services, it isn’t everything we offer. If you can’t see what you’re looking for, let’s have a chat.
Suitability Report Writing
Pension Calculations
Annual Reviews
Annual & Lifetime allowance
Product and Provider Research
Inheritance Tax Calculations
Fund Research and Analysis
Cashflow Forcasting
Bespoke Research and Projects
Due Diligence Reports
Investment Gain Calculations
Much More!
How We Work and Fees
It may sound obvious but how we work is that you talk and we listen. In addition you can expect constant access to our workflow portal, stringent internal control mechanisms and a commitment to compliance in all our work.
1
You Provide The Details
You provide us with all the information that we require to complete the work. This can be done either via your own systems or other cloud softwares. We can chat through the requirements on the phone, on a video call, or even in person
2
Our Time To Shine!
We get on with completing the work. Our standard time for completion of work is 5-7 working days depending on the complexity. We do have the capacity to turn around reports quicker, but please ask about this.
3
Our Fees
We understand that a fixed fee model in most cases doesn't work in a flexible financial advice landscape. Some periods are busier than others, and that's fine. Our fees are set at £45+VAT per hour regardless of the report type.