In 2008, Sarah started IFA Choice and has built up a large client base with clients from many of the national networks. She has a well qualified team of qualified Paraplanners who are all well on the way to achieving Diploma level certification.
IFA Choice provides a comprehensive range of Paraplanning solutions, allowing you to spend more time with your clients and less time completing paperwork.
Gathering information – We will liaise with existing providers to gather existing plan details, projections and valuations
Research – We have licences with many of the research tools, including Synaptic and Selecta Pension, and can provide you with the documentation you require to provide a compliant report. We can provide product and fund research and obtain all illustrations and supporting documentation as required
Client portfolio valuations – We can gather the info and provide the reports required to enable you to provide annual reviews to your clients
Administration – We have processes set up to facilitate your business from the point of sale to getting commission paid, organising client review systems and other administrative support
IFA Choice Providing Outsourced Paraplanning and Administration Services
IFA Choice provides an outsourced paraplanning and administration service for busy IFAs. We have a vast wealth of knowledge and experience accumulated over many years within the financial services industry.
IFA Choice works closely with Independent Financial Advisers (IFAs) throughout the UK providing them with background administration support on an outsourced basis. We have built up close relationships with advisers around the UK and we’re in a great position to recommend the best to you.
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