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About Full Moon Analysis Paraplanners | bright paraplanning solutions

http://www.ukparaplanners.com/about-full-moon-analysis-paraplanners

Securely View Your Clients' Files. Edinburgh based Full Moon Analysis provides technology driven advice solutions to financial advisers across the UK. Our paraplanning service is brought to you over the internet and telephone which means our overheads are lower and our service competitive. Every client of Full Moon Analysis is allocated an individual paraplanner who is always on call to deliver technical support and complete work for you on time and as promised. To disuss your needs. Registered in Scotla...

ukparaplanners.com

Home | bright paraplanning solutions

http://www.ukparaplanners.com/home

Securely View Your Clients' Files. We are freelance paraplanners offering technical support to UK financial advisers. We do not provide financial advice and are not regulated by the Financial Conduct Authority. This site is for use by regulated advice professionals only. Full Moon Analysis is a unique paraplanning firm that harnesses cutting edge technology to deliver real solutions to your business. Our solitary mission is to help you deliver robust financial advice to more individuals in less time.

ukparaplanners.com

Paraplanning Services | bright paraplanning solutions

http://www.ukparaplanners.com/paraplanning-services

Securely View Your Clients' Files. Full Moon Analysis offers an end to end range of services to help free up resources and assist you in developing your business. Having a streamlined product sourcing process is essential to delivering profitable, good value advice. We can work with you to establish product and fund panels with a full audit trail. Preparation is everything and we can help you formulate strategies in advance of client meetings. We are freelance paraplanners offering technical support to U...

fullmoonanalysis.co.uk

Paraplanning Services | bright paraplanning solutions

http://www.fullmoonanalysis.co.uk/paraplanning-services

Securely View Your Clients' Files. Full Moon Analysis offers an end to end range of services to help free up resources and assist you in developing your business. Having a streamlined product sourcing process is essential to delivering profitable, good value advice. We can work with you to establish product and fund panels with a full audit trail. Preparation is everything and we can help you formulate strategies in advance of client meetings. We are freelance paraplanners offering technical support to U...

ukparaplanners.com

Costs of Paraplanning Services | bright paraplanning solutions

http://www.ukparaplanners.com/costs-paraplanning-services

Securely View Your Clients' Files. Full Moon Analysis aims to provide you with a superb service at a competitive rate. We do not charge a monthly retainer. We provide a fully itemised record of time spent working on your clients and our hourly rate for chartered paraplanning is £50. The prices in the table below represent our typical fees by case type. Full report with evidence, suitability letter and investment analysis. O&M report and portfolio analysis. Pension transfer feasibility scan. Registered in...

ukparaplanners.com

Paraplanning and RDR | bright paraplanning solutions

http://www.ukparaplanners.com/paraplanning-and-rdr

Securely View Your Clients' Files. So RDR is in play and you have secured your Statement of Professional Standing. There is no doubt that 2012 was the most challenging year that the financial services industry has ever faced. Those that remain should be proud of their hard work and determination to get their business in good shape for the future. Because we work with a wide variety of adviser propositions, our product knowledge is second to none. Using some of the best technology available, we create pan...

ukparaplanners.com

Investment Process | bright paraplanning solutions

http://www.ukparaplanners.com/investment-process

Securely View Your Clients' Files. The Holy Grail for clients, and often the beginning of the road when discussing investment strategy with them. One of your core skills is being able to turn this starting point into an accurate understanding of just how much risk your client is willing to take to achieve their goals. For many advisers this process is driven by gut instinct. Full Moon Analysis can help you build a rigorous risk profiling and effective investment process into your business. We selected eV...

ukparaplanners.com

Questions About Paraplanning | bright paraplanning solutions

http://www.ukparaplanners.com/questions-about-paraplanning

Securely View Your Clients' Files. Here are some common questions we receive from advisers:. How would our relationship work? What timescales do you work to? We treat deadlines extremely seriously and will deliver on time and as promised. Our standard timescale is five working days, however if you need things moved quicker, we will try and accommodate you. Can you work to my specifications? What networks do you work with? Who provides the recommendations? Are your services expensive? We are freelance par...

ukparaplanners.com

Pension Switching | bright paraplanning solutions

http://www.ukparaplanners.com/pension-switching

Securely View Your Clients' Files. To switch or not to switch. In light of the FSA Pension Switching Paper it is important you have a rock solid process in place for pension reviews. Before recommending a transfer you must ascertain if is it is in your client's interest and provide a consistent approach with each client. So what is our process for reviewing a client's pension provision? If a plan offers life assurance, this is noted (and in our experience provides additional planning opportunities).