07982 915194 :: 07368 575571 info@cpsllp.co.uk

What is paraplanning?

You may find some of the following questions and answers useful

How much does it cost?
We do not have a standard pricing menu, because the work we carry out varies in time and complexity and is essentially bespoke for each and every firm. If you are interested in our services, then we would have an initial meeting so that we can find out more about the type of work you require. This will enable us to produce a bespoke pricing menu for your consideration.

Who is responsible for the advice?
Complete Paraplanning Solutions is not registered or authorised by the Financial Conduct Authority (FCA) to give financial advice.  All advice given to the client remains your responsibility. We can assist with provider selection, asset allocation and fund selection (if required), but ultimately you are responsible for all advice given.

What about client security?
We are registered with the Information Commissioner’s Office. We take our requirements under the Data Protection Act and GDPR seriously and treat all client information with the utmost confidentiality.

We have a secure upload system on our website that you can use to send us client information.  This is a more secure system than sending information via email. In addition, we sign a confidentiality agreement with each firm that we work with, so you can be confident that we will not share you or your client’s details with any other company.

What format are reports produced in?
All letters and reports are produced in a Word document format, so that you are free to make any changes as you see fit.

We are happy to use any existing report templates or styles that you already use. Alternatively, we can provide help and guidance with creating bespoke reports for your firm.

What is the turnaround time?
For suitability letters and reports, our standard turnaround time is 5 working days, once we are in receipt of all relevant information.

Please do not hesitate to contact us to discuss your requirements.