110 Pure Offices, Kembrey Park, Swindon, Wiltshire, SN2 8BW
Estate Planning and Investments
Estate/IHT Paraplanning
Whether it be Discounted Gift Trusts, Whole of Life Assurance, BPRs, AIMs or any alternative estate planning measures, we are able to full provide Paraplanning support when it comes to you advising on your client's estate and finances.
Investment Paraplanning
Looking at a Bond to OEIC and ISA replacement or simply a new money investment into a VCT? Our Paraplanners are experienced with dealing with all investment research and suitability reports, both new business and replacements.
As investment planning can be complex, we have an in-house specialist Investment Paraplanner who is vastly experienced with the full range of investments and estate planning.
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Company registration Number: 10643313
VAT registration Number: 342719792
Data Protection - ICO Number: ZA657783
Managing Director: Lee Hanlon