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How can Trust Paraplanning help


you...




Do you feel you're spending more time 'doing' the paperwork than out seeing your clients?


How would you like to have one simple system for your back office paraplanning support? 



That's exactly what we do here at Trust Paraplanning.  We undertake the research, data harvesting and report writing for you...freeing you up to spend more of your valuable time visiting your clients.


With over 16 years experience in the financial services industry, both as a client facing financial planner and providing paraplanning support to financial planners within smaller practices and also within large national firms, we understand both the frustrations and also the needs of a busy adviser.


That's why Trust Paraplanning was created...working with you to offer a simple, transparent, easy-to-understand service that is tailoured bespoke to you and your needs.


We work with you to blend-in with your business and service proposition, so our services are always specifically tailoured to you and your needs.



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Full Paraplanning Case Support


This package provides you with a complete end to end solution.  We start by looking through your factfind, risk profiler and any other notes.  Then  we commence the data harvesting exercise for existing plans.

 

This data is then analysed and we start to compile up-to-date plan information and our comments and this is presented to you in a report format.

 

After discussion with you, the full suitability report is then written and presented to you with the required pre-sales documentation, forms and illustrations.

 

The reports can be personalised specifically to you and incorporate your business logo and branding.


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Just Research


This package provides you with an analysis report incorporating information for existing plans held and information regarding the funds held within the plans themselves.


This service is invaluable for you to formulate your own recommendation or to present to your client a high quality professional analysis report and overview of their current situation.


The report can be personalised specifically to you and incorporate your business logo and branding.


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Just Report


This package is invaluable if you're looking for a comprehensive suitability report to be compiled following your own analysis of options available.


Saving you time and freeing you up for the front office tasks.


The report can be personalised specifically to you and incorporate your business logo and branding.





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Contact Us Today To Find Out More


Tel. 01392 349 688


Email:  info@trustparaplanning.co.uk