Our Services

We are the right choice for IFAs whose clients are their first priority. We place great emphasis on providing a high quality personal service to each of our clients.  Furthermore, we are dedicated to continuing to provide real value to our clients by constantly striving to improve and strengthen our range of services.
 
We offer all the services you would expect from your own full time staff, but on a unique
pay for what you use basis.  We charge an hourly rate (some services may attract VAT) and most of our services (including paraplanning) are charged in this way (to the minute). 
 
We do not ask you to commit to certain levels of business or operate on a retainer basis -
we provide you with total freedom; if you like us then use us, if you don't then don't.
 
  Some services (such as Investment Proposition development) do have set fees. 
Please contact us for more detail.
 
Please scroll down to discover how we can help you become more efficient and more profitable.
Business start up services
 
If you are starting out, we can help you create an idenity:
 
  • Brand design 
  • Stationery design and supply
  • Client & Investment Proposition development 
  • Network recommendation and integration
  • IT consultation, design, order and integration
 
Marketing services
 
We can help you shout about your business:
 
  • Website design and maintenance
  • Email marketing campaigns and distribution
  • Newsletter creation and distribution
  • Corporate brochure design, print and distribution
 
 
Compliance support services 
 
We can offer basic compliance support and guidance, but if you are a Directly Authorised firm looking for a more comprehensive range of compliance services, we have teamed up with:
Business development & maintenance services
 
We can help you grow and maintain your business in the following areas:
 
  • Lead generation (through a 3rd party partner)
  • DFM Due Diligence
  • Platform Due Diligence
  • Client Review servicing
  • Will Writing (through a 3rd party partner)
 
Administration services
 
 We can help you with all aspects of admininstration including:
 
  • Letters of Authority (data harvesting)
  • Diary Management
  • Client engagement
  • Telephone answering/support 
  • Client valuations & policy servicing
  • New business submission
 
Paraplanning
 
Paraplanning is the core element of our business:
 
  • Strategic planning
  • Cashflow planning
  • Product and fund research/analysis
  • Illustration and application preparation
  • Suitability Report writing
  • Portfolio re-balancing

To sum up our services, we can do anything that an IFA business requires

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