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Our objective is to provide a high quality outsourced Paraplanning Service, to enable you to spend more quality time with your clients. The service we provide will be bespoke to you and determined by your requirements and business needs. Our service will be a trusted and valuable resource for your business and if successful will:
• Increase the time your have available to spend with your clients and consequently improve profitability
• Build an extra layer of oversight into your business process and have the option of a second opinion that may provide an alternative view to clients solutions
Our Process
Ideally, we will hold an initial fact-finding meeting with you, this can be either face to face or if preferable, by telephone to discuss and identify your business processes and preferences. This can range from the type of software you use to the font, layout and presentation of your client facing documentation.
Service
We can assimilate the facts and information to provide the documentation necessary for a client meeting to include if required:
• Relevant research and Recommendations.
• Cashflow modelling.
• Client solutions.
• Suitability reports.
Terms & Conditions
Paraplanning Connections or its employees are not regulated and shall not be held responsible for any loss incurred as a result of a delay or errors in the documentation provided.
Any errors or mistakes identified will be corrected as soon as possible.
The adviser shall always be responsible for the advice given and must review and check all documentation and information prior to making client recommendation.
Costs
Upon receipt of the relevant information we will assess the work involved and contact you to agree a fee.
Data protection
Paraplanning Connections is registered with the Data Protection Agency and will apply the principles of “good information handling”.
Desmond McLarnon
Chartered Financial Planner
Thank you for your interest in ParaPlanning Connections, please contact us, if you would like any further information or to arrange an informal meeting
Contact:
Mob: 07815313321
Tel: 028 9266 9340
Contact Desmond Mob: 07815313321 | info@paraconnect.co.uk