Advice document preparation
We are able to prepare your Statement of Advice and Record of Advice documents to your specifications and requirements. From simple advice to the most complex strategies, we are able to write any documents as required.
At Newcastle Paraplanning we want you to be able to focus on your clients whilst we take care of the rest.
Modelling and Projections
Newcastle Paraplanning can provide you with detailed modelling of your recommendations and strategies. This can be provided before starting your Statement of Advice if required.
Product Research
We know just how time consuming working papers and research are. Our team of paraplanners are able to provide services in this area and ensure that you can meet compliance requirements.
Assistance with templates
We are able to provide support for your internal advice templates
Plan Checking
Newcastle Planning also provide file checking services and can flag potential issues at audits.
Strategy Consultation
Newcastle Paraplanning is able to provide technical support with your strategies prior to commencement of advice documents.
We work across the following software.
- Coin
- XPlan
- Midwinter
- AdviserLogic
- Draft
- Chant West
We have extensive experience across several licensees including:
