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.
TECHNICAL
SUPPORT
FINANCIAL
ANALYSIS
PARAPLANNING
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.
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.
READ MORE ABOUT OUR
SERVICES...
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.
READ MORE ABOUT THE BENEFITS OF OUR
SERVICES...
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