This is a very simple trick that I learnt at the National Powwow.
This is a very simple tool that allows you to store a data base of documents that you might use regularly to build your suitability reports or financial plans.
This has saved me hours and I hope it will do the same for you.
I must attribute this to Matthew Clegg of Crown Wealth Management – Thanks Matthew
Click below to free up hours!
By Sian Ulia Davies Cole CFPᵀᴹ MCSI Chartered ALIBF Here at Plan Works, we take our whole-of-market
By Kimberley Malin DipPFS Cert CII (MP) Investing in small, unlisted and higher-risk companies makes a VCT
By Kimberley Malin DipPFS Cert CII (MP) Have you ever watched Dragons’ Den, where entrepreneurs are seeking
Get in touch to learn more about how our experienced team of paraplanners can help you.
Subscribe to our mailing list!
© 2020 Plan Works Ltd. All Rights Reserved. Plan Works is not regulated by the Financial Conduct Authority (FCA).
website by e-innovate
Get in touch
This website uses cookies to ensure you get the best experience on our website.
