0845 860 1956
We work closely with IFA's to provide bespoke reports for their clients. We handle both Defined Benefit and Contribution schemes, and can arrange for the case to be signed off by a regulated UK IFA.
A number of our staff are G60/AF7 qualified and understand the onerous requirements of the FCA.
Our staff have over 60 years experience working as regulated IFA's so understand what a discerning client requires.
All reports are client friendly, using the most up-to-date software.
Our professional Introducers provide us with a suite of paperwork into a secure back off system.
One of our Qualified Paraplanners will then liaise and provide a bespoke report for your client.
Our staff are highly qualified and have many years experience in this field. We have staff that are qualified Pension Transfer Specialists.
We offer a quick and efficient service, normally 5 to 7 working days from receipt of a completed file.
We free up your valuable time to allow you to be client facing. We liaise with your client and undertake the administration function.
We ensure that you are fully compliant, we constantly update our Reports to meet current FCA requirements.
We are up-to-date with FCA's current requirements and ensure that every report that we produce for you is fully compliant.
4 Barn Meadow, Winnington, Northwich, CW8 4XD, United Kingdom
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