Our Services

A Clear and Effective Process

It is quick and easy to start working with us.  We will talk to you to find out what your current processes are and usually work with these to avoid disruption.  You know what works best for you, although we are happy to offer input based on our own experiences so that the process of outsourcing is seamless.

You can choose which elements of your paraplanning you outsource to us based on your team's current expertise and the time savings you wish to make and we will customise the services provided.  This is fully flexible and can vary on a case-by-case basis.

" Brunsdon Financial have been working with Richard and IFA Reports for around 10 years. Richard is an excellent Paraplanner and has extensive knowledge in the pensions advice area, where Richard acted as our Pension Transfer Specialist for defined benefit transfers. Richard also has very good knowledge in all other areas of advice; e.g. investments, tax, protection, etc.

Richard will fit neatly into any advice process and works well with an advising team, as well as an extra resource for an in-house Paraplanning team.

He is a value to our business and we would highly recommend Richard."

Rob Lowe  Compliance Director, Brunsdon Financial Services Ltd.

Areas of Expertise

The key services that we provide are summarised below.  However we will discuss your own requirements and customise our services accordingly.  We are flexible and understand that this may change on a case-by-case basis.

We cover all areas of financial planning and are experts in matters such as pension transfers, retirement planning, investments and tax planning.  


Research, Investment Analysis, Product Selection, Reviews.

Suitability Reports

Bespoke suitability reports to meet your specific requirements with your branding.  

Financial Analysis

Cash Flow Forecasting, TVC/APTA, Pension Switching, DBAAT

Technical Support

Providing technical guidance and support on a case by case basis.

Case Discussion

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

Information Gathering

Obtaining existing policy information, illustrations, product literature.

Our Fees

The fees for our services are charged at a competitive hourly rate. This provides a simple, fair solution ensuring that we only charge for work that we carry out for you.  Our fees are invoiced on a monthly basis.  

Please get in touch by clicking on the button below, quoting 'Fee Summary' and we will reply to you with details of the current hourly rate. We will also provide some examples of how our charges might apply on a case-by-case basis,  using averages taken from our considerable experience of such cases.  

We do not apply a retainer unless requested and there is no commitment to a minimum cost or term.


Standard timescales are 5 to 7 working days, subject to having all information available.  We are happy to prioritise urgent cases where possible. 

Data Protection

We will exchange information with you securely on an agreed basis.  We are Data Protection registered and adhere to the principles required of Data Controllers.