Service Options
Regular/Long-term Support
Are you looking for a retainer style contract? This option can provide support on a monthly basis for a fixed fee. There are two retainer options depending on your workload and needs.
*minimum of 3 months required
Ad Hoc and Project Work
One off, or longer project type work which is charged at a reasonable hourly rate. This might be a full case, or simply a research task.
Your Dedicated Support
Do you feel that you would like an extra level of support, and have a dedicated paraplanner who you can call for a technical query, a 2nd pair of eyes or simply a second opinion.
This can be a stand-alone option, or an add on to a retainer.
St James's Place Support
Full Paraplanning support offered for the advisers and partners of St James's Place.
Our Process
It is my belief that to ensure a simple and effective approach to Paraplanning, a clear and easy to use process should be in place.
The first stage of our process is to obtain information, discuss cases, make suggestions and fully understand the case in hand.
The second stage is to complete the necessary calculations, research and write the report to a high standard.
The final stage is to hand back the first draft, and receive feedback from advisers.
Our services include the following, but are not limited to:
- Assessing cases and advice
- Full Research, Analysis and Due Diligence
- Suitability Report Writing and file construction for Investment and Pensions
- Suitability Report Writing and file construction for Inheritance Tax, EIS, VCT and Trusts.
- Cash Flow Forecasting and retirement options
- Annual Review and continued suitability reporting
Please contact us for details of these fees.
Only the best!
These service options have been created in order to help advisers support their clients the best they can.
Each option is created with our 'In-house but Outsourced' ethos in mind.
Please contact us, using the contact form on the website, or by email for details of the costs associated with the BAM Paraplanning services.
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