A fully supportive and interactive Paraplanning service for busy Financial Advisers across the UK.
We can work with your existing systems, procedures and compliance support or we can help you to create a more streamlined process, whichever suits you best.
We help Financial Advisers by writing their suitability reports for them, allowing them to spend more time doing what they enjoy the most – being face-to-face with their clients.
If you’re a Financial Adviser who would rather spend more time with your clients than writing reports or are simply too busy, you’ve come to the right place.
We offer a fully supportive and interactive Paraplanning service.
With high standards, a meticulous eye for detail and quick turnaround times, together with the knowledge that our team is up to date with the latest financial legislation and regulations, you can rest assured that CYA has got your back.
Our time-saving services offered to Independent Financial Advisers
In taking the time to get to know you and your approach, each document we produce will be ready to hand over to your client as a finished article so you can get on with doing what you do best, giving great financial advice to your clients, safe in the knowledge that you’ve got professional support from a team with over 30 years of experience in the Financial Services industry.
Suitability Reports
Most Advisers’ skill set lies with the face-to-face aspect of advising and less so in the ‘writing it down’ part. Let us take the pain out of your day by creating your suitability reports for you.
Research & Analysis
Most Advisers prefer to do their own research, but from time-to-time need support in this area, and we’re happy to help.
Cashflow Forecasts
Most advisers will use cashflow projections with their ‘at retirement’ clients, and many compliance functions require one to be produced and commented on. We can produce these for you, either using your own software or ours.
Admin Support
We have an Admin Team who can support your own Administrators by undertaking data gathering, chasing providers, obtaining valuations, producing illustrations and ancillary report paperwork.
Continued Suitability Reviews
We can work with you to produce a process and annual review template documentation to suit your business and/or undertake much of the client review process for you. This will free up your time to concentrate on new business.
Transfer Value Comparator (TVC) Analysis
Using our Defined Benefit Transfer analysis tool we can run an in-depth comparison as part of your APTA for your clients, using up-to-date FCA assumptions.
File Checks/Audits
All good IFA businesses should undertake a review of a percentage of business completed by each adviser as evidence of on-going competence. We can undertake this work on your behalf, either as a regular function of your T&C Scheme or as a one-off exercise to provide reassurance.
Our wealth of knowledge and experience has allowed us to work with some of the biggest names in the industry!
Are you ready to spend more time with your clients?
Please fill the form below and one of our friendly team will get back to you as quickly as we can. Alternatively, send an email to [email protected].
"*" indicates required fields
