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Personal Touch Financial Services offer a comprehensive Paraplanning Service for all advisors from IFA’s to Directly Authorised.
Paraplanning will support Financial Advisers in their quest to generate more business for themselves and their branches, whist greatly reducing the burden of paperwork and documentation involved in the whole of the sale process
All the Paraplanners are fully qualified, with a complete knowledge of PTFS compliance requirements, guidelines and are conversant with the use of Toolbox. Many of the paraplanners have come from a sales background themselves, so they really understand what an adviser needs in respect to the services provided by paraplanning.
We have designed a number of packages after consultation with a number of advisors to provide the best possible range of services which can range from a “basic service level”, right through to the “Premier Plus Service” This service has been extensively developed over the last few months to ensure that the service matches exactly the requirements of all our advisors. This means that you can take maximum comfort in the knowledge that Personal Touch Paraplanning Services are ready to meet your needs, whilst leaving you in full control of the advice you give to your clients.
As part of the Paraplanning service all advisers will be invited to meet with the Paraplanning team at head office. This will enable you to get to know your personal paraplanner, see the procedures we follow & clarify any questions that you may have.
Seize the opportunity now to increase the potential of your business, contact us now………
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