09:00 – 17:00

Monday to Friday

Fort Fareham Business Park

Fareham PO14 1AH

01329 282 882

Temple Paraplanning - Your Business Partner For Life
2nd June 2020

09:00 – 17:00

Monday to Friday

Fort Fareham Business Park

Fareham PO14 1AH

01329 282 882

paraplanning integrated compliance

Integrated Compliance

We work directly with Sense Network to ensure our work conforms to industry standards.
paraplanning increased freedom

Increased Freedom

Reduce time spent on your admin and spend more time with your customers.
paraplanning understanding you

Understanding You

Temple Paraplanning was created by IFA’s and paraplanners with you in mind.

Read It Now!

Our eBrochure guides you through who we are at Temple Paraplanning and what we can do to unleash your potential, helping your business to grow.

Download PDF

Outsourced Paraplanning Benefits

There are many benefits to having a dedicated team of professionals to handle the lengthy process of administration and research that is a necessary part of Wealth Management.

• Integration of your business with the Sense Network
• Reduction of non-remunerative tasks
• Minimise chasing phone calls
• Security of RDR Compliance
• Dedicated professional support

This gives you the freedom to spend more time in front of your customer, increasing your profitability.

Frequently Asked Questions

What information do I need to provide?

Depending on the service level you have agreed to, the IFA needs to provide the Fact Find and detailed client outline. This allows us to get to know your client as well as you do, ensuring that the objectives and Fact Find match in the final report. For more complex cases the IFA will need to provide a letter of authority so we can request information from Providers.

What areas of Financial Planning do you cover?

Our team of Paraplanners have their own specialities, allowing us to support you in advising on Retirement planning (both accumulation and decumulation), Investments, Protection and Mortgages.

What is the timeline for receiving reports?

In standard cases, such as ISA and Pension Contributions, the report is returned within 5 working days. For more complex cases, such as Pension Transfers, the turnaround time is dependent on the providers. It is the responsibility of the Paraplanner to chase providers and ensure the information is delivered in a timely manner.

How can I be sure the report is compliant?

Compliance is at the heart of our Paraplanning, as it is an ever changing entity we work closely with Sense Network to ensure our work conforms to all industry standards.

Why Choose Us?

Experienced

Years of experience means we can tackle even the most complex caseload.

Competetive

Our contractual service is provided on a ‘pay as you earn basis’ eliminating fixed costs.

Tailored

Providing compliant, high quality reports that are tailored to your business.

Testimonials

Here’s what just some of our clients have said

harrington robinson

Harrington Robertson Ltd

They took time to understand our business and tailored their approach to suit us. I would highly recommend them.

Andrew Harrington –
Harrington Robertson Ltd

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sanctuary wealth planning

Sanctuary Wealth Planning

Paraplanning support is excellent and they offer fair value for money. I would recommend without hesitation to other firms.

Simon Lipscombe –
Sanctuary Wealth Planning

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matthew bell

Bell Financial Management

I’ve been using Temple Paraplanning for over two years now and I find the … professionalism outstanding.

Matthew Bell –
Bell Financial Management

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old royle

Old Royle
Limited

Temple have helped significantly with the whole process in increasing my compliance and overall quality of report writing.

Richard Clayton –
Old Royle Ltd

Read More

You can trust Temple Paraplanning to support your business

Request a Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

For Businesses: Do you have questions about how Temple Paraplanning can help your company? Send us an email and we’ll get in touch shortly, or phone 01329 282 882 between 09:00 and 17:00 Monday to Friday — we would be delighted to speak.

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