Monument Paraplanning
, NE37 1RZ
Washington, Tyne And Wear
Business profile
Monument Paraplanning is an outsourced paraplanning service; providing Financial Advisers with high quality, cost effective remote paraplanning support.Monument Paraplanning exists to allow you to spend more time doing what you do best and what you enjoy most.You know that your strengths are in dealing with your clients, finding solutions to their financial needs and growing your business. We can take care of your research, report writing, file preparation and even check the file for you before you submit it to your compliance department or network.We draw on more than 12 years finacial services experience in sales, supervision and compliance roles, to provide you with the highest quality paraplanning support, allowing you to provide an excellent service to more of your clients.
Posts
Outsourced Paraplanner in Newcastle by Monument Paraplanning
Using an outsourced paraplanner such as monument paraplannin...