What we offer

We offer a wide array of services to Financial Planners, however we do not pigeonhole these into different propositions. Why? Simply because we don’t believe that the requirements of any two Planners are the same.

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What we do

We provide a comprehensive suite of services and reports; administrative and technical support; research and analysis; up to date industry knowledge and strategic input and ideas.

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Suitability reports

financial

Financial planning

retirement

Platform due diligence

estate

IHT & estate planning

reviews

Annual reviews

cash flow

Cash flow forecasting

data harvesting

Data harvest

fund analysis

Portfolio analysis

platform analysis

Consultancy

investment propositions

Investment propositions

web design

Website design

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Document design

How we work

It may sound obvious but how we work is that you talk and we listen. In addition you can expect constant access to our workflow portal, stringent internal control mechanisms and a commitment to compliance in all our work.

your requirements

Your paraplanning requirements

your contract

Your contract preferences

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Your preferred communication method

yours utilise

Yours to utilise

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I have been working with Plan Works for approximately 9 months. Their work is compliant, timely, in good and plain English with good grammar. I was pleased to find that it is of a high technical standard and has, on occasion, come up with suggestions that I hadn’t considered and would be in the clients interests.
devizes financial
Stephen Archard DipFA MIFS
Devizes Financial Services Ltd

Get in touch

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