Reflect Paraplanning is an outsourced paraplanning solution for Financial Advisers nationwide. We aim to provide comprehensive, technical solutions to meet your business needs. Our services include, but are not limited to:
Suitability report writing and template creation
Research and analysis into suitable products
Investment portfolio research
Centralised Investment Proposition assistance
Advice on structuring administration and back office functions
Levels of expertise include; pensions, investments, tax, trusts and protection.
By offering a variety of services we feel able to assist your business navigate the challenges facing it and provide a bespoke, efficient, support service reflecting your business ethos. Our goal is simple – to provide support to enable you to deliver your continued levels of service, to allow you to concentrate on your client relationships and drive your business forward.