FAQs

We offer 6 services ranging from complete research and report cases to cashflow modelling and financial planning to annual reviews.  Please have a look at our ‘what we do’ page for more information.

Our team are trained on a multitude of software options so the changes are, we can use whichever you currently do.  We hold our own licences for several of these including FE Analytics, Cash Calc and SelectaPension but are happy to use your licences for whichever software programmes you prefer.

Not at first but you might in the future.  We allocate each case to the best Paraplanner for job, rather than working on a first come, first served basis.  However, after a few cases, you may end up with the same Paraplanner for all your work.

Getting signed up with CFPL can take as little as 10 minutes once we have had an intial chat!

We don’t believe in overcomplicating things so to send us any work, all we ask is that you complete our case submission form on our ‘send your cases’ tab.

All we need from you are the ‘compliance documents’ which means a completed Fact Find, Attitude to Risk report, any necessary ceding scheme information and a comprehensive compilation of the case’s soft facts.

We will set up a cloud-based folder, such as Dropbox or Sharepoint to share documents between.  Alternatively, you can submit documents through the case submission form, and we can send these back to you via a password protected Sharepoint link.

We aim to complete cases within 8 working days of the full file being received.  If we think that a case will take longer, we will inform you of this either at the start of the process or as soon as possible after.

For a copy of our charges schedule, please complete the contact form on our homepage, and we will email this out to you.

Yes, we have to charge VAT.

Any cases that you need sooner than 8 working days are subjected to a 25% uplift in fees and a 4-working day turnaround time.