Introduction
Acuity Professional, a whole of market, national IFA firm in the UK, would like to introduce our specialist paraplanning team. Our Paraplanners are CII diploma level 4 or above qualified. This is a specialist support service operating within our regulated company. We understand the challenges faced by adviser’s and IFA firms in delivering suitability reports, along with ongoing service reviews and other paraplanning services.
Why Acuity…
You can access “pay as you go” paraplanning services. Many financial advice firms are looking at alternatives to a fixed cost paraplanning employment model and our market analysis reveals a significant demand for flexible and accessible solutions. Experience the difference with our client-centric, professionally qualified, bespoke approach to meet your paraplanning needs and empower your financial success.
Our Solution
We offer bespoke, professional paraplanning services to IFAs. The services integrate with your client and compliance processes providing you with flexibility and cost efficiency.
Service Detail
We offer a range of services, including suitability reports, annual reviews, cash flow forecasting, portfolio analysis and letter of authority services.
In addition we offer a full advice defined benefit service which includes triage, abridged advice and full transfer report.
We have a step-by-step process from sending recommendations to delivering the final advice document.
Benefits
Our services provide regulatory compliance, operational efficiency, and high-quality documentation.
Pricing
We provide a clear and transparent pricing structure for our services, emphasizing the ‘pay as you go’ model.
| Report Type | 5 Day Service | 48 Hour Service |
| Basic Report | £250.00 | £275.00 |
| Technical Report | £350.00 | £525.00 |
| Additional Research | £200.00 | £300.00 |
| DB Transfer Report | From £1000.00 | From £1500.00 |
Additional Services
- Additional Pension Switches (per pension): £100.00
- Cashflow Analysis: £200.00
Basic Report Examples
- Protection
- ISA
- General Investment Account
- Bed & ISA
- Onshore/Offshore Investment Bonds
- Pension Contribution
- Annuity
- Mortgage
- Continued Advice Suitability
Technical Report Examples
- Pension Switch (up to 2 pensions)
- Drawdown
- Estate Planning Recommendation
- Equity Release
- Long-Term Care
- Enterprise Investment Scheme / Venture Capital Trust
Meet our team
PARTNER
Phillip Bryant
Contact for more information
If you need any more information feel free to call us on 020 7280 0500 or email us on apa.financialservices@acuityprofessional.com
This Service is provided by Acuity Professional Advisers Ltd, regulated by the Financial Conduct Authority (FCA).
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