If you are reading this you are probably frustrated with a mountain of paperwork that keeps you from doing what you love - talking with your clients.
Or maybe you are irritated at the increased regulatory requirements on your day to day workload?
Haven Paraplanning is here to help you with that aspect, by doing the research, analysis and writing recommendation reports, so you can spend more time talking to people and building relationships, and ultimately giving you more control over how you spend your time.
Flexibility is key - we can work with the templates and providers/funds you use, and are happy to offer an opinion on alternative solutions. We will also raise questions if something is not clear and requires further clarification.
This is something that our existing clients appreciate and have been known to incorporate our suggestions in their recommendations to their clients. It also helps for a compliant file!
With over twenty years experience in the Financial Services sector, our clients can be confident in the quality of our work.
We're based in Tunbridge Wells, Kent and, given the advantages of modern technology, our clients are based nation-wide.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 12 Brome Grove, Ridgewood,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- UCKFIELD
Haven Paraplanning Limited Questions
Haven Paraplanning Limited's website is http://www.havenparaplanning.co.uk
Haven Paraplanning Limited's LinkedIn profile is https://uk.linkedin.com/company/haven-paraplanning-limited
Haven Paraplanning Limited has
2 employees.
View email and phone details for 2
employees at Haven Paraplanning Limited.
Haven Paraplanning Limited's industry is
Financial Services
Haven Paraplanning Limited's top competitors are
The Paraplan Project,
William James Recruitment,
Cruise,
Northern Cross Wealth Management,
Kambi,
Pure Paraplanning Ltd,
Lexington Wealth Management Limited,
Core Financial Paraplanning Limited.
Haven Paraplanning Limited's categories are Financial Services
Haven Paraplanning Limited's founding year is 2019
