Our resources
Access our service fees and handover documents by signing up for our mailing list for the service(s) you’re interested in. Don’t worry, we have a no-spam policy.
Service fees
Paraplanning
Access our Paraplanning fees
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Defined Benefit
Access our Defined Benefit fees
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Chasing Service
Access our LOA Chasing fees
By signing up you'll be subscribed to our LOA Chasing mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Access our Social Media Management fees
By signing up you'll be subscribed to our Social Media Management mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Cashflow Modelling
Access our Cashflow Modelling fees
By signing up you'll be subscribed to our Cashflow Modelling mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Handovers
Annuity
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Pension - New Money and Replacement
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Investment - New Money and Replacement
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
IHT - Replacement and New Business (Including EIS and ITS)
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Drawdown Review
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Defined Benefit Checklist
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
At Retirement - Drawdown and UFPLS
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Defined Benefit
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Protection
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Mortgage
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
CFR
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Other forms
Vulnerability Form
Advice Guidance Call
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Safeguarded Benefits
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Due Diligence Checklist
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Income Need In Retirement
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Four Questions for DFM Cases
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Info Request (Investments)
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Info Request (Pension and DD)
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Info Request (Drawdown)
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Info Request (Investments)
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
LoA Template
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
All Services Info Sheet
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Paraplanning Info Sheet
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
LOA Chasing Info Sheet
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Cashflow Modelling Info Sheet
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Social Media Info Sheet
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Fluid Info Sheet
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
SISOMA Info Sheet
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Useful Numbers
Access our handover documents and other forms
By signing up you'll be subscribed to our Paraplanning mailing list. Don’t worry, we have a no-spam policy.
You can unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.
Ongoing Advice Review Letter
Client Servicing Initial Sign-Up
Social Media Management