110 Pure Offices, Kembrey Park, Swindon, Wiltshire, SN2 8BW
FAQs
How can we help you?
The main benefit of using Pure Paraplanning is that our experienced team of Paraplanners and Specialists will handle all the time consuming compliance preparation for you, allowing you to spend much more time in front of prospective and current clients; meaning you can grow your business further and increase your profits, whilst having the peace of mind that your clients receive a clear and transparent suitability report with accompanying research and analysis which has been approved by compliance.
We only specialise in Quilter Financial Planning Network protocols meaning we are not distracted by outside processes and devote our full attention to maintaining our knowledge in tune to Quilter and their Business Assurance teams.
Our Suitability Reports and research are completed based on the latest templates and guidance as provided by Quilter Financial Planning.
What are the requirements to start a case?
Typically we require a fully completed fact find, detailed soft facts and full information relating to any existing policies/schemes being reviewed. Our system can also capture any further important details regarding your advice.
New to the processes? Don't worry, we have requirement sheets for all advice transactions outlining all that we need.
Remember, we are always happy to help you every step of the way.
Turnaround times?
We understand that time is of the essence and fortunately we have a large enough team to accommodate urgent cases.
However, like any business, naturally our turnaround times can fluctuate throughout the year, but typically these are between 5-10 working days from the date we receive all the information needed to proceed.
But what about costs?
We work on a fixed fee basis for each case we complete for you. We provide a competitive service and you only pay on a case by case basis.
Full details of our charges are available on request.
Do you provide advice or are you authorised by the FCA?
Whilst we can offer guidance based on our experience and assist with fund and provider selection, the responsibility of advice remains with the financial adviser.
We are not authorised or regulated by the FCA or PRA.
How do you treat data responsibilities?
We are registered under the Data Protection Act 1998 and comply fully with all GDPR requirements.
As a paperless office in a secure environment, all information stored electronically is password protected and encrypted.
Please see our Privacy Policy below for further details.
How do I submit and track the cases I send to you?
Pure Paraplanning uses a secure submission system so that you can upload your cases with ease whilst also being able to track the progress of your submission in real time.
Love it, where do I sign?
If you feel our services can benefit you, please call us or send a message through the 'contact us' page.
Once our confidentiality agreement has been signed you are set and ready to go - it really is that simple.
Copyright © 2023 Pure Paraplanning Ltd - All Rights Reserved.
Company registration Number: 10643313
VAT registration Number: 342719792
Data Protection - ICO Number: ZA657783
Managing Director: Lee Hanlon