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