Technical Support Team
Our Technical Support Team are our qualified Paraplanners whose professional expertise and knowledge assists us in our role as Financial Planners and compliments the comprehensive services we offer our clients on Inheritance Tax, estate planning and pensions.
They provide insight into leading edge trends in the financial markets while also providing us with the essential compiling of reports, stats analysis and general technical documentation.
We give the Paraplanner a brief that contains details of the client’s portfolio, risk profile and expectations and their role involves conducting extensive research of the market for the most appropriate financial products and services. Paraplanners also deal with the administrative side of the financial planning process preparing regular reports and implementing reviews of investments.Back
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