Expertise
- Paraplanning
- Cash Flow Forecasting
- Administrative Support
Summary
I am an Outsourced Chartered Paraplanner currently providing Financial Planners/Advisers across the UK with paraplanning and admin support.
For those who do not require a full time employed Paraplanner, we find outsourcing is the best alternative. That way you can pay for the service you use 'pay as you go' and we dont charge any retainers for you to stay with us.
I am able to provide support in the following areas:
Technical Advice Reports and Analysis - Pensions, Estate Planning, Investment Planning, Protection and much more
Cash Flow Forecasting - We provide cash flow forecast for those clients who require a full cash flow planning model
Admin - We provide support with LOA chasing and gathering information on ceding schemes etc
Fund and Product Research - Full fund and provider research can be done on your behalf.
Client Meetings - if local to where we live then we can attned cleint meetings with you, alternatively, we can attend Zoom meetings
Experience
-
i-Paraplan
Founder/Chartered Paraplanner
- Current
