Technical Support Team

Technical Support Team

Technical Support Team

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
 

Latest news

Are you covered on personal lending?

Are you covered on personal lending? The boom in personal lending is concerning the Bank of…

Read more

Final Salary Pensions

Final salary pensions   Thousands of people are transferring out of final salary pensions in order…

Read more

Ageing Divorcees Financial Challenges

The average age for divorce has reached an all-time high. The average age on divorce is…

Read more

Student Degree Debt

Funding a degree in debt? The new academic year has started with student degree debt firmly…

Read more