IFA Reports
Outsourced Paraplanning

Outsource paraplanning







Free up time.






Enhance business efficiency and profitability.

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IFA Reports provides an outsourced paraplanning service, tailored to meet the requirements of your business.  We specialise in suitability report writing and technical analysis.  We enable you to outsource with confidence to a well established business with a strong client focus and a high level of market and technical knowledge.

SUITABILITY REPORTS

TECHNICAL SUPPORT

FINANCIAL ANALYSIS

PARAPLANNING

About

IFA Reports was established in 2005 to provide professional services to financial advisers via outsourcing.


The business has grown by establishing long-standing working relationships with our clients. We are currently accepting new clients to develop the business.


Your contact and report writer at IFA Reports will be qualified as a Chartered Financial Planner.




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Services

IFA Reports provides an outsourced paraplanning service for financial advisers.


We work closely with our clients to provide bespoke services which meet their own specified requirements.  We specialise in suitability reports and technical analysis.


Our services encompasses all areas of financial advice, with considerable experience in areas such as pension transfers, tax planning and investment planning.

 


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Benefits

Outsourcing to IFA Reports enables our clients to free up time to develop their business by focusing on advising their clients.


The service is cost effective, operating on an hourly fee basis and avoiding costs associated with additional in-house resourcing.


We enable our clients to outsource with confidence by maintaining high standards of professionalism while enabling the client to retain control over how our services work most effectively for their business.


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richard@ifareports.co.uk    01527 869435

© 2018 IFA Reports Ltd. All Rights Reserved.

  IFA Reports Ltd.  Registered in England & Wales at 7 Solihull Lane, Hall Green,

Birmingham B28 9LS No. 8083920