Increased regulation in the financial planning industry has seen a dramatic increase in the administrative burden that advisers now need to contend with. Outsourcing your paraplanning can help free up time to do what you do best and increases your revenue, which is, spending time in front of your clients.
Planisme Financial Solutions was established to give back TIME.
Every adviser is different in the language and detail they want in their advice documents. With this in mind, it is important that the advice documents provided still represent YOU and are not a processed driven document.
The ‘value add’ of Planisme Financial Solutions is our advising, legal and compliance experience.