- Independence
- Support
- A straightforward buyout
- Personal service
- Good software
Your clients are not forced into in-house products or investment solutions. You have the freedom to choose any product and any provider. Additionally, they hold full advice permissions, ensuring you have complete flexibility.
✓ Sales support administration
✓ Bespoke onboarding system
✓ Plan information gathering service
✓ Paraplanning service
✓ Compliance support
✓ Research package & Investment proposition
✓ Training & Development (CPD, Individual, group, workshops, exams to Chartered Status)
✓ Technical support
✓ Corporate advice package
✓ Template website, newsletters, and Social Media package
You’ll have 3 options.
With 24 employed Paraplanners, they have a dedicated and growing team to support your needs. The information gathering service in paraplanning is free with only paraplanning work being charged out at a rate of £22 +VAT per hour, calculated by the minute.
On average, across all case types, the time taken is 3 hours. It’s worth noting that this cost is only charged if you choose to use this service.
£0 – £150,000 – 80%
£150,000 – £200,000 – 85%
£200,000+ – 90%
Number of AR’s: 54
Number of Advisors: 140
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