.png)
Adept Paraplanning Ltd
Experienced Paraplanner writing reports for busy Financial Advisers
What Can I Do For You?
Highly experienced in the completion of research and suitability reports for Defined Contribution (DC) and Defined Benefit (DB) Pension Switches, Drawdown (FAD), IHT Planning, new Investment including ITS, VCT and EIS and Investment Replacement and Annual Reviews. I will produce Cash Flow Forecast Reports, gather Existing Plan Information and produce New Business Illustrations.
Qualifications
My CII qualifications exceed those of Chartered Status.
Experience
More than twenty-eight years of experience within the Financial Services Industry, including ten years as an Independent Financial Adviser, seven years within the Technical Team of a large organisation and the last five years as a Paraplanner.
Dedication
Reports are thorough and accurate, whilst taking pride in delivering them on time.
Adaptable
Comfortable using personalised bespoke templates.
Safety
​
Secure document transfer.
Helpful
Willing to share my experience to help you in your business.
.png)
