Argonaut Paraplanning - Award-winning outsourced paraplanning
@argonaut_paraplanning_ltd
Readinghttp://argonautpp.com/ Financial ServicesOverview
About Argonaut Paraplanning - Award-winning outsourced paraplanning
We specialise in helping Directly Authorised Independent Financial Advisers do the best for their clients. We focus on quality and have 100% in-house checking. We have detailed knowledge in all areas of financial planning, including investments, protection and tax planning. Argonaut was established in 2011.
We aim to:
• Work in partnership with you to help produce the best outcomes for your clients.
• Give you our input on the advice and make suggestions if we think we can help create a better solution.
• Produce all work to the highest standards.
Our Suitability Reports are written in plain English, so that they are easy for your clients to understand. They are broken down into three sections; a Report Summary, Main Report and Appendices. We use clear headings to help present the information in bite sized chunks.
To support your recommendations, we'll provide you with product and provider research that's specific to each client. We'll also provide any other research we've completed, including calculations, to keep on your client file.
Every report is checked by a second qualified paraplanner before you receive it, because we want it to be right first time, every time.
Our service include:
• Suitability Report writing.
• Cash flow planning.
• Bespoke financial plans.
• Pension switching analysis.
• Product and provider research.
• Paraplanner training.
• Paraplanning and process consultancy.
We have experience of SelectaPension, O&M, Synaptics, Dynamic Planner, FE Analytics, Webline and more.
We use an online system for transferring documents and discussing cases. This is more secure than using email and it means there is a full audit trail, which is important in any regulated profession.
Please do get in touch to discuss your needs and, if you think we might be a good fit, it’s easy to get started.
We aim to:
• Work in partnership with you to help produce the best outcomes for your clients.
• Give you our input on the advice and make suggestions if we think we can help create a better solution.
• Produce all work to the highest standards.
Our Suitability Reports are written in plain English, so that they are easy for your clients to understand. They are broken down into three sections; a Report Summary, Main Report and Appendices. We use clear headings to help present the information in bite sized chunks.
To support your recommendations, we'll provide you with product and provider research that's specific to each client. We'll also provide any other research we've completed, including calculations, to keep on your client file.
Every report is checked by a second qualified paraplanner before you receive it, because we want it to be right first time, every time.
Our service include:
• Suitability Report writing.
• Cash flow planning.
• Bespoke financial plans.
• Pension switching analysis.
• Product and provider research.
• Paraplanner training.
• Paraplanning and process consultancy.
We have experience of SelectaPension, O&M, Synaptics, Dynamic Planner, FE Analytics, Webline and more.
We use an online system for transferring documents and discussing cases. This is more secure than using email and it means there is a full audit trail, which is important in any regulated profession.
Please do get in touch to discuss your needs and, if you think we might be a good fit, it’s easy to get started.