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

Paraplanning Services

With over 45 years’ experience of working in financial services between us, there is very little we have not been involved in over the years.

In his previous firm, Stuart was a key member of the Management Committee involved in business and strategic decision making and assisting the firm to develop its core and central propositions.  Richard has experience in setting up Paraplanning processes for several small IFA firms.

As a result, there are a number of areas in which we can assist.  These are as follows:

Bespoke and template report writing. This could either be using your own company’s templates or adopting those we have designed and developed over the years or a combination of both.

Provider, Product and Platform research.  We can undertake all areas of provider, product and platform research using our extensive framework of research collated over the years.  Again, this can be in conjunction with your own company’s research or a dual approach

Investment Propositions.   As key members of our previous firm’s Investment Committee and architects behind the centralised investment proposition we can assist in all areas of Wealth Management.  Please refer to our separate page for more details of our Wealth Management service.

Annual Client Reviews.  We can assist in all areas of client reviews, including portfolio performance, asset allocation reporting and annual review letters.

Projects.  We have both been heavily involved in development and project work in our previous firms from establishing administration and paraplanner processes to being key members of the MIFID, GDPR and RDR committees.  We can assist in all areas of project work.

The above is not an exhaustive list, we are happy to consider other service propositions such as process design and integration etc.

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