Our Client Agreement for Financial PlanningClient Agreement for Financial Planning • June 5th, 2024
Managing Director – Our Managing Director is a well-qualified, experienced professional able to provide specialist advice and design financial planning solutions and strategies £350 per hour Financial Planning Director – Our Financial Planning Director is a highly qualified and experienced professional able to advise on all aspects of financial planning for private clients, trustees and small businesses. £275 per hour Operations Director/Financial Planner – Our Operations Director assists with the preparation of technical reports, cash flow modelling and complex calculations alongside quality-checking the work of paraplanners and administrators. Our Financial Planner is a qualified professional who isable to advise private clients, trustees and small businesses on their financial planning needs. £225 per hour Paraplanners – Paraplanners assist by researching products and producing technical reports to support advisers. £175 per hour Administrator Our administrators are the first port
