Our Services
At Hadlow Edwards Paraplanning Solutions Ltd, we provide a wide variety of paraplanning services to help provide professional admin support and allow you to focus on your business and most importantly your clients.
With over a century of experience in the financial sector, as well as close historical and present ties to St. James’s Place practices, we can help to free up your time with the professional support you need.
Please see below the areas we can provide paraplanning support for you and your business:
Thinking of joining us or need some technical support for your cases?
Even if you’re not a current client yet, you can still benefit and gain expert advice from us! Please feel free to schedule a no-obligation time slot with Mark Jones, our Technical Director, to discuss your case. His expertise can help you navigate your challenges successfully and support you in providing exceptional client outcomes. Book your slot now and take the first step towards resolving your case with confidence!
New Business Paraplanning Services
- Investment
- Protection
- Pension
- Group protection
- Inheritance tax (IHT) planning
- Annuity
- Enterprise Investment Scheme (EIS) and Venture Capital Trust (VCT)
- Long-term care
- Mortgages
Transfer & Replacement Paraplanning Services
- Pension
- Investment
- Stocks and shares ISA transfer
- Cash ISA transfer
- Inheritance tax (IHT) replacement
- Long-term care
- Cases (including carry forward)
- Drawdown and uncrystallised funds pension lump sum (UFPLS) recommendation
- Internal drawdown St. James’s Place (SJP) cases
- Internal UFPLS SJP cases
- Ceding scheme information gathering
Other Paraplanning Services
- Standalone inheritance tax (IHT) calculations
- Standalone CYC
- Short suitability letter
- Drawdown review letters
Defined Benefit Pension Transfer Paraplanning Services
- Stage 1 – Letter of Engagement (Initial discussion of case, and production of letter of engagement)
- Stage 2 – Abridged Advice (Further discussion of case, and initial thoughts on suitability of advice to transfer or retain benefits. Production of abridged advice letter, preliminary BA review and submission of abridged advice)
- Stage 3 – Full Advice (Cash flow analysis – Long Term Income Calculators or Voyant reports. Production of full advice suitability letter, submission to BA and completion of any feedback received)
Ongoing Advice Services
- Ongoing Advice Review letter (including CFR)
Training and Consultancy Services
- Bespoke training and Consultancy for you/your team on Technical upskilling, Paraplanning processing, Administration knowledge and processing, Servicing knowledge and processing and Management/Leadership.
