07812153037
DW Paraplanning LTD
Paraplanning support for Independent Financial Advisers
About Us
DW Paraplanning Ltd was set up by Donna Watkinson in 2014 following long career in financial services, building up 25 years of experience in administration, paraplanning and advisory roles within various financial services organisations.
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Donna holds the Diploma in Financial Services and Mortgage Advice Certificate in addition to NVQ 2 and 3 in Business Administration.
Having worked in small and large practices dealing with personal and corporate clients, Donna has built up a wealth of experience in all areas of financial planning including protection products, inheritance tax planning, mortgages and retirement planning including SIPPs.
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Having now been joined by Natasha, the team is growing in order to keep up with ongoing demand.
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The team believe in providing a personalised, professional service and building long-lasting working relationships.
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What We Do
The services we provide include:
Administration
Paraplanning
Annual Reviews
New business chasing; portfolio valuations; requesting information from providers; assistance with complaints; quote requests; mail merges; general letters; scanning. All charged at an hourly rate.
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Assistance can be provided in researching the marketplace for the most suitable products. We are familiar with leading independent research systems including Defaqto, Synaptics, Select a Pension, Adviser Asset, Moneyscope, Cash calc to name a few.
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Suitability reports can be produced using our own layout, or a template provided by you or your network/compliance department. Most areas of financial advice covered including investments, pensions and inheritance tax planning.
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All charged on a fixed fee basis.
Help with annual reviews to include risk mapping, fund switching, annual transactions such as topping up ISA's, bed and ISA's, pension contributions, MIFID II charges, review letters and more. This is a personalised service depending on your service proposition and is costed accordingly.