Para-Support Services
Report Writing and Analysis
Extensive experience in dealing with DC and DB pensions, ISAs, GIAs, Structured Products, Onshore and Offshore Investment Bonds, Trusts, Estate Planning, Tax Advantaged Products including VCTs, EIS products, AIM portfolios, BR schemes.
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Detailed Fund Analysis which scrutinises the asset allocation and individual fund choice as well as the cost and performance of the portfolio using FE Analytics.
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Proficient in Estate Planning including the uses of Trusts and advising on protection needs, particularly for clients who have a business.
In house Paraplanning Support
We aim to work within your existing systems and processes and provide support tailored to your needs
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We are able to prioritise work based on your specifications.
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Ad Hoc Paraplanning Support
Expert in creating and presenting Cashflow models and utilising them as part of an overall recommendation.
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An experienced set of eyes to review your investment proposition and offer my own independent ideas.
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Adept at tax calculations and forecasts using Excel.
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Proficient on Intelligent Office, Voyant, Cash Calc, FE Analytics, Iress and MiCap