Frequently Asked Questions
Here are answers to common questions
How can we benefit from using you?
What information do you need?
How do we provide you with the documentation?
How secure is the information I send you?
What areas of financial planning do you cover?
We can cover all areas of financial planning, these typically include:
- Pre-retirement planning
- At retirement planning
- Pension transfers (DB & DC)
- TVC analysis
- Lump sum investments
- Inheritance tax planning
- Personal and business protection planning
- Due diligence reports
- Annual reviews
- Cash-flow forecasting
- Bespoke projects
What are your turnaround times?
Who is responsible for the advice?
Outsourced Paraplanning are not authorised or regulated by the FCA. You are responsible for the advice you give to your clients and for the content of the reports and research we produce on your behalf.
How much will it cost?
Do you charge a retainer?
If you still have unanswered questions
Or you need anything clarifying then please contact us.