The Advisers who use our services tend to share the following attributes


    Practices with fewer than 5 advisers/
    Users of cashflow modelling tools


    Offering either restricted or independent advice


    Do not want the responsibilities associated with
    employing full time paraplanners


    Value a second opinion when considering
    an appropriate strategy for their clients


    Use structured processes within their businesses


    Like to delegate some tasks so that they can
    spend more time with their clients


How much do we cost?

Our service is bespoke and our charges will depend upon the degree of customisation that you require.
Drop us a line by email and we will be happy to discuss a charging schedule with you.

What Happens Next?

• To work efficiently with you we need to get to know you.
We will spend an agreed amount of time with you finding out about your business and how you like to work

• When we understand your requirements we will provide you with documentation to illustrate how we can work efficiently together

• Once the first case is submitted to us we will provide you with access to software to enable you
to View constantly updated on line progress reports enabling you to see actions to be taken and when work is scheduled

• Show all correspondence for a particular client in one place

• Access a calendar for each client to show when information has been received and key events have occurred