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Our Services

DW Paraplanning Ltd has earned its sterling reputation because we go out of our way to provide a truly exceptional service to each of our clients. We understand that your needs can vary and we’re ready to adapt our services quickly to ensure we meet your needs.

customer service

Administration

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Paraplanning

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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.

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.

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.

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.

Services: Services
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