Para-Sols are delighted today to announce the launch of a number of their products on Adviser Store, the online shop powered by Clients First.
Following recent FCA guidance and commentary on appropriate platform due diligence, and their current analysis of suitability reports, we have been inundated with requests for support in these areas. We already had services available for our ongoing paraplanning clients, but wanted to find a way to open this up to all advice firms who require some support.
We therefore decided to make a number of our products and services available on an off-the-shelf basis, via Adviser Store, and are launching initially with:
• Platform Due Diligence Service – provides the firm with a thorough, bespoke analysis of the platform market and their preferred platform.
• Retirement Options Report template – available to purchase as a standalone document, to fully review all retirement options, and use with as many clients as you wish.
• Client Review Service – to provide a process and reports for client meetings, including portfolio analysis, market commentary and financial planning agenda.
In addition to these areas, we are regularly asked to help firms design suitability report templates for their internal use, or improve those they already have. Our Suitability Report Template service has therefore been added to the Adviser Store offerings.
We’re looking forward to working with even more wonderful firms!
The Para-Sols Team