We are a team of highly experienced industry professionals providing outsourced para-planning. Our aim is to create long term partnerships aligned to your needs, as well as adding benefit to any Financial Panning Team.
Providing a bespoke service that will support you
advice, guidance, integration, technical back up from highly skilled industry professionals.
we are at your service and here to help.
research and report writing.
service agreements aligned to your individual needs and adaptable to your changing needs.
Existing clients annual reviews, ensure ongoing compliance needs are met.
Example Fees Schedule
CV, Dean FPFS
CV, Elly. Pension Transfer Specialist