IFA Choice provides an outsourced paraplanning and administration service for busy IFAs. We have a vast wealth of knowledge and experience accumulated over many years within the financial services industry.
From our offices based in the South West we provide our services to businesses nationwide on a remote basis ranging from sole traders to practices. Our turnaround times for providing a fully completed Report/Suitability Letter is 5 working days assuming that we have received all relevant information.
Our paraplanning service is provided on a 'pay-as-you-go' basis which means that you only pay for work completed. It is completely flexible which enables you to pick and choose the level of service on a case-by-case basis.
For further information please visit the IFA Choice website.