IFA Reports provides outsourced paraplanning services which are customised to meet our clients' requirements. We are a well-established business with a strong client focus and high levels of expertise and professional qualifications.
By outsourcing to us you can add expertise to your business and free up time to focus on providing advice and service to your clients. We have a range of services available to prospective and current clients – take a look around the website to see what we have to offer.
We have provided outsourced paraplanning services to financial advisers since 2005. During this time we have built long-term working relationships with many clients based on trust and understanding of their requirements.
Our services will be provided by a Chartered Financial Planner and former financial adviser, adding expertise to your team.
You choose which elements of our services you use, and how they work for you. We work with you to ensure that the service you require is integrated into your existing processes without disruption.
We pride ourselves on building a close working relationship with clients, being easy to contact and quick to respond. One of our team will be designated to provide the services you require and be available to discuss cases submitted.
Our fee structure means that you only pay for our services when you use them. There is no commitment to a retainer or service fees, or to a minimum usage.
Outsourcing to us reduces the need for in-house resourcing and associated costs.
Managing Director, Chartered Financial Planner
I established IFA Reports in 2005 as a provider of outsourced paraplanning services offering both experience in the industry and a high level of technical knowledge. Up until that point, I had worked as a practicing financial planner, advising both corporate and personal high-net worth clients but a switch to paraplanning enabled me to focus on my strengths - the technical aspects of advice and clear communication to clients.
Since inception, the business has grown by offering our clients confidence that they can outsource their paraplanning requirements while maintaining high standards and without disruption of their tried-and-tested processes. We have established many long-standing working relationships with our clients, who are financial planning businesses of varying size, with a focus on many different areas of financial planning.
Feel free to contact us. I will be happy to answer any questions you might have and to discuss how our services can be of benefit to you.
"Having made the decision to
outsource our report writing twelve months ago we have found Richard's
reports to be both comprehensive and well researched. Technical aspects are
clearly and concisely explained in a client friendly manner. The Chartered
status is most reassuring, we would have no hesitation in recommending his
Neil Hart Chartered Financial Planner, Director BRB Wealth Management
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IFA Reports Ltd. Registered in England & Wales at 7 Solihull Lane, Hall Green, Birmingham, B28 9LS No. 808392