Testimonials
"The quality of suitability letters is excellent. You combine a pragmatic commercial approach to paraplanning with a background of knowledge which is obvious when I read the results of your endeavours. I think your style of paraplanning is ethical and your letters, above everything, are succinct. I would also like to recommend the way you run your business in terms of costs and value for money."
Robert Clark, Tempus Financial Management
"The best investment I have ever made. Steve added tremendous value to my business and allowed me to concentrate on the areas of work I most enjoy and am good at - talking to my clients.
In the now complex world of financial planning and with pensions simplification looming, I need a paraplanner who is at least AFPC qualified and prepared to work towards further advanced qualifications - Steve fits the bill perfectly."
Eve Evans, Dip PFS, Independent Financial Adviser
"I was introduced to Steve in 2001 and since then, he has undertaken all my paraplanning. He is a highly qualified and competent planner and more than capable of dealing with any complex case that I have presented to him. More importantly, I have 100% faith and trust in his abilities to construct and present a suitable solution, leaving me more time to spend with my clients."
Philip Vaughan, £SD Financial Solutions
"It would not be an exaggeration to say that the services you've provided have made a significant difference to not only the number of clients we are able to work with and level of business that we have been able to generate, but also the way we conduct business with clients and the type of clients we are now able to attract.
As you are aware, back in 2004 we were at a position where the advisers were working at capacity and were at the stage where we required additional help. It was at this time that you were recommended to us and we've not looked back.
Reports and pre-sale letters are a key part of our interaction with clients, and together with product and fund research are very time consuming. It is therefore very reassuring to know that we can delegate these areas to someone with your high level of technical knowledge and expertise who can produce draft reports and letters that are not only comprehensive and compliant but also 'client friendly'.
As well as freeing up our time to see more clients, these services have also enabled us to undertake more work on a fee basis, moving us towards our goal of becoming a fee based practice as well as attracting higher net worth and corporate clients.
An additional advantage to our business of 'buying-in' paraplanning services has been that we have been able to secure the services we require without incurring the higher costs that taking on an in-house Paraplanner would have meant.
For us paraplanning services are no longer a luxury but a necessity. It is very reassuring to be working with an individual like yourself who is not only technically proficient but also understands the big picture of running a successful business. You have taken the trouble to understand our needs and requirements and then delivered a prompt, efficient service, which leaves us free to get on with advising our client's.
A big thanks for all your help and support. We look forward to continuing to work with you."
Mike Robertson, Mike Robertson Associates