What is Paraplanning at ParaWorks?
We offer a bespoke, flexible service, suited to your own needs. You can select all or just a part of our service.
- Liaise with 3rd parties to obtain information on existing client plans
- Carry out extensive research which may include
- Technical Research
- Product and Market Comparisons
- Fund and Sector Comparisons
- Analysis of Results and Client needs, reviewing different options
- Compilation of Recommendations report, or Suitability letter
We continually have the client at the forefront of our mind, and write very user friendly reports which the client can understand, ensuring all recommendations are clearly justified.
Whilst doing this, we will also ensure you adhere to compliance standards, and will provide advice and guidance where necessary.