IFA Reports
Outsourced Paraplanning

SERVICES

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Suitability Reports...

Producing bespoke suitability reports

to meet your specific requirements.

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Technical Support...

Providing technical guidance and support

on a case by case basis.

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Financial Analysis...

Including Cash Flow Forecasts, APTA,

Pension Switching

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Paraplanning...

Research, Investment Planning,

Product Selection, Reviews.

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Pension Specialist...

Working with you as a Pension Transfer Specialist

in respect of Safeguarded Benefits

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Case Discussion...

Being available to discuss cases in terms of technical issues, practicalities and compliance considerations.

  

richard@ifareports.co.uk    01527 869435

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

Birmingham B28 9LS No. 8083920