We are service driven company, aiming to meet your research and administration needs.
Following your initial meeting with your clients, The Paraplanning House can step in. We will complete any research needed and prepare a report/suitability letter on your behalf. This report will then be passed onto you to discuss with your clients.
We remember that the purpose of reports and suitability letters is to strengthen and maintain your relationship with your clients. Our reports are a tool to help your clients appreciate and understand the advice you give.
You have the added security of knowing that the reports are detailed and accurate, completed by a highly qualified paraplanner with many years of industry experience.
Research and reports can be prepared for investments, insurance and pensions business, including self administered pensions.*
* Services are not provided for final salary pension schemes or mortgages.