What We Offer

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

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What We Do

We provide a comprehensive suite of services and reports; administrative and technical support; research, analytics and advice; up to date industry knowledge and strategic input and ideas. You may wish to access a little of this or a lot of it. You may need one report or a high level strategic review of a client’s objectives.
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Suitability Reports

financial

Financial Planning

retirement

Retirement Planning

estate

IHT & Estate Planning

reviews

Reviews & Valuations

cash flow

Cash Flow Forecasting

data harvesting

Data Harvest

fund analysis

Fund Analysis

platform analysis

Platform Analysis

investment propositions

Investment Propositions

web design

Website Design

doc design

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 an updated workflow sheet, stringent internal control mechanisms and a commitment to Compliance in all our work.

your requirements

Your Paraplanning Requirements

your contract

Your Contract Preferences

your templates

Your Reporting Templates

your comms

Your Preferred Comms

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Your Preferred Data Flow

yours utilise

Yours To utilise

Our Fees

We offer a bespoke service, which means it is difficult for us to put a price on the benefits that we can offer you. Sample Pricing Points used with existing clients can be found within our Welcome Pack, available for download below.
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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

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