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.

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.

Recommendation Reports

Financial planning

Platform Due Diligence

IHT & estate planning

Forward Planning Reviews

Cash flow forecasting

Existing Arrangement Analysis

Centralised Investment Propositions

Consultancy

Report Checking

Website design

Template Studio

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 paraplanning requirements

Your contract preferences

Your preferred communication method

Yours to utilise

Plan Works has been a great help in relation to taking the pressure off us with our paraplanning needs! We don't view the service as outsourcing but rather as an integral part of our team. Straightforward to work with, and challenge us to consider all alternative options to provide the best outcomes for our clients

John Sloan & Dale Kirkpatrick

Modulus Financial Planning