Our Services

We recognise that one size does not fit all, which is why we will work with you to tailor reports and letters to reflect your preferences, including:

• Your preferred report structure, style, branding, font, etc
• Investment philosophy
• Preferred platform or wrap provider
• Approach to fees and/or commissions

Pre-Advice Reports

Pension & Investment Reports can be prepared to incorporate different tax structures, your choice of provider or platform and your preferred investment strategy.

Comprehensive Financial Planning Reports can incorporate as many aspects relevant to your clients' particular circumstances; protection, retirement planning, investments, tax mitigation, etc.

Lifetime cashflows can also be prepared and incorporated using Prestwood's Truth™ Financial Planning software.

Retirement Options Reports provide your clients with an overview of their options and specific recommendations about the most suitable method of retirement income, product provider and investment strategy.

Inheritance Tax Planning Reports cover the various IHT mitigation and estate planning strategies that are available and can be presented as either a generic report or specific recommendation.

Pension Transfer Reports incorporate a transfer switching comparison analysis, provider recommendations and investment strategy.

Investment Review Reports are tailored to your specific requirements and can include Market Overviews, Portfolio Performance, Asset Allocation Analysis and rebalancing recommendations.

Other Services

Retained Support

For those who are looking for a more proactive and hands-on paraplanning service, we can provide additional support for an agreed monthly investment.

Suitability Letters covering all regulated sales.

We are also happy to discuss any consultancy, training or development requirements that you may have and construct a tailor made solution for your business.

For our Menu of Fees, please click here.