As you might expect collaboration is at the heart of Synergy Paraplanning. We provide a professional paraplanning outsourcing service to meet your business needs. Having us on board will allow you to develop your existing client base as well as expand your client bank. We pride ourselves on quality and can provide fully tailored service to meet your specific needs from simply analysis through to complex report writing.
As the saying goes the whole is greater than the sum of it's parts and we believe that partnering with us will allow you to make substantial efficiency savings allowing you to concentrate on what's important to you and your business.
If you would like to discuss how we can help support your business then please contact us on 01324 430 500 or email at team@synergy-paraplanning.co.uk.
Our Services
Synergy Paraplanning can work closely with your business offering the following services across the full product ranges:-
New Business Report Writing including Drawdown;
Replacement Business Report Writing (including DB);
Defined Benefit Transfers Analysis;
Completed Letter of Authority Collection & Analysis;
Light Touch Presale Checking;
Post Sale Case Review Service;
Tax / LTA / IHT Calculations.
Our Commitment To You:-
Producing a fully compliant Suitability Letter for your approval;
Ensuring the relevant sections of the client's CFR are accurately updated;
Ensuring all the required documentation is attached to the advice set including product comparison forms, ceding scheme information and any file notes where applicable;
Being available to discuss alternative solutions for complex cases;
Responding to any queries from Business Assurance (if the case is subject to checking) and deal with any amendments should they be required.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 57 Franklin Avenue, Falkirk,falkirk Fk2 7fu,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- synergy-paraplanning.co.uk
- Keywords
- Paraplanning, Pension Replacement Business, DB Transfers, Investment Replacement Business, Drawdown Recommendations, ISA Transfers, Investment Bond New Businesss, TVAS Reports, Trust Recommendations, IHT Recommendations, CII Exam Training, Pension New Business, ISA New Business, Protection New Business.
- HQ
- Falkirk, Falkirk
Synergy Paraplanning Ltd Questions
Synergy Paraplanning Ltd's website is synergy-paraplanning.co.uk
Synergy Paraplanning Ltd's LinkedIn profile is https://uk.linkedin.com/company/synergyparaplanning
Synergy Paraplanning Ltd has
1 employees.
View email and phone details for 1
employees at Synergy Paraplanning Ltd.
Synergy Paraplanning Ltd's industry is
Financial Services
Synergy Paraplanning Ltd's top competitors are
James Rogers - Paraplanning,
Abound Paraplanning Service,
Carnethy Wealth,
Principle Paraplanning Ltd,
Signature Paraplanning,
Absolute Paraplanning,
Part-Time Paraplanning Co.,
Athena Paraplanning,
Tulloch Wealth Management,
Eparaplanner Llc.
Synergy Paraplanning Ltd's categories are Financial Services
Synergy Paraplanning Ltd's founding year is 2015
