0845 860 2822
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.
We aim to produce our reports within 4 working days to ensure that your clients are dealt with in a timely manner.
All reports are client friendly, using 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 so understand the requirements of the FCA.
We free up your valuable time to allow you to be client facing. We liaise with your client and undertake the administration function.
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
0845 860 1956