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What Are Our Qualifications
Patrick – Fully qualified practicing FP for 12 years. 4 years paraplanning. completing all necessary requirements to meet FASEA. Owned and operated a FP business with a successful exit.
Mary – 4 years within an FP practice, 2 years paraplanning. Quals TBC
Turnaround Times
Within 24 hours, our team will review your request and provide an estimated quote. Once accepted, the request will be completed within 5-7 business days.
Data Security
We continually updated passwords on all accessible logins.
We enable 2FA.
Regular back ups on all data we are working on until it has been delivered.
Utilise private VPN’s.
Updated anti-virus and Malware software installed.
Utilisation of cloud based servers offering in-built security measures.
Cost
Within 48 hours, our team will review your request and provide an estimated quote.