Paraplanning
A lot of effort goes into analyzing data and preparing reports for clients whether it be a new investment plan, portfolio review or comprehensive lifestyle plan. Our paraplanning service is designed to take away much of this work by providing advisers with an outsourced plan writing service. Using client data gathered by the adviser during the fact find stage of the advice process together with guidance notes from the adviser, our qualified paraplanners conduct the analysis and prepare detailed reports supporting the recommendations. A draft copy of the final report is then delivered to the adviser for review and any changes made prior to printing ready for discussion with the client.
