The best way to think about Bespoke is that it's like having
your own employed paraplanner. Except you don't have to buy them a
computer, provide them with a desk or let them drink your coffee.
We do all that. We also make sure our paraplanners are
Are you an Avelo user? Intelliflo? Truth? Voyant? U-Skan?
Distribution Technology? No problem. The nature of a bespoke
service is that it is fitted especially for you. We're happy to use
your choice of system to help you deliver your proposition to your
But we don't use any proprietary software to create client
reports. That's our skill and we don't need a system to help,
thanks. There are a great many systems out there to help with
financial planning. However, there are far more individual IFA
firms each with individual identities, so why should you have to
dilute that identity to match with some software?
So what do you get?
Prices for Bespoke are simple; £45 p.h. for Paraplanning and £35
p.h. for administration support. We work on a retained basis so the
level of the retainer will be determined by your exact requirements
and the volume of resource you're likely to need each month.
Importantly, we review this quarterly so that you can increase or
decrease as needed.
To get started on Bespoke and find out more just contact us.
For existing bespoke clients, you can access
your online account here.