SERVICES

Report Writing

We will produce your client recommendation reports, from a suite of our templates or your own company templates

Research & Recommend

We review your clients existing plans for continued suitability and assess replacement options.

Existing client's plan analysis

We research products and investment propositions to find what's right for your client taking into account their circumstances and objectives

Coming soon.....

Annual review processes

Letters of authority service

Technical support/training and development

Defined Benefit transfer analysis

Cashflow analysis

Calculations, including tax considerations

Ranging from pension switches, new pensions/investments, replacement business, retirement plans

Factfind - client's needs and objectives' review