• Contact us to discuss our services or your individual cases
  • We will need the following:
    • A Paraplanning Request Form (which can be obtained from us)
    • A completed Fact Find (including Soft Facts)
    • Client and Fee Agreements
    • Risk Profiling Questionnaire (if necessary)
    • An email detailing your requirements
  • We will provide the following:
    • A completed Suitability Report
    • An electronic file containing all supporting documentation
    • If required, online submissions on Provider website and your Back Office systems
    • If needed, full Compliance reports
  • Along the way, we will communicate with you by email or phone in regards to any further information needed from you or to discuss aspects of the case.
  • We prefer any decisions taken between us to be confirmed in an email to provide a completed audit trail for the regulators.
  • We are always more than happy to discuss potential cases and solutions at the outset.
  • Our fees are calculated either on an hourly basis or over a longer term, we can negotiate a monthly fee.  In this way, you do not pay for time that is not used and are not tied in to services when you do not need them.
  • Please feel free to call or email us with no obligations or contracts.
  • PLEASE NOTE, UNLIKE MANY OTHER PARAPLANNERS WE DO NOT TIE YOU IN TO ANY CONTRACT.  YOU ONLY PAY FOR THE SERVICE THAT YOU NEED, WHEN YOU NEED THEM.