Positive PA and Paraplanning Solutions

Money-Penny

Money-Penny Services Include

  • Data collection
  • Technical research
  • Report preparation
  • Discussing case viability with providers and lenders
  • Completing and submitting applications
  • Suitability letter composition
  • Case progression including updates to clients and advisor
  • Creating and implementing client reviews and systems
  • Marketing campaigns via email and post
  • Fact-find checking to compliance requirement
  • Comprehensive file construction and submission

We will be pleased to discuss your individual business needs with you and agree a service package to suit your individual requirements.