Parasentials Paraplanning @parasentials

Allowing busy Financial Advisors the time they deserve with their clients. Here at Parasentials we believe that there is a better, more efficient way of working parasentialsparaplanning.co.uk London, England Joined June 2018

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Parasentials Paraplanning @parasentials

8 years ago

@wardwilliamsFS @wardwilliamsFS Great to see good companies giving back to the community!

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Parasentials Paraplanning @parasentials

8 years ago

@ProfParaplanner In our honest opinion, whilst we see the benefits that working as an administrator can have for becoming a well rounded individual, #paraplanning requires a technical approach and understanding. It takes time to carry out technical research and writing robust suitability reports!

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Parasentials Paraplanning @parasentials

8 years ago

What does it really mean to be client focussed? We believe it is understanding their needs, soft reasoning and hard facts to produce recommendations that achieve a particular, or multiple objectives. Want to spend more time with clients? Speak to us today!

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Parasentials Paraplanning @parasentials

8 years ago

In relation to a Pension Switch, it may be possible to transfer and consolidate into an existing Pension plan if this is cheaper. Here at @parasentials we pride ourselves on providing FCA compliant suitability reports ensuring that we always work in the interests of the client.

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Parasentials Paraplanning @parasentials

8 years ago

@parawhat @ParaPowwow @Jonnystubs Excel really is a critical tool when it comes to carrying out certain calculations, in particular Lifetime allowance! #Groupon do a really good discount on Excel courses and they have vendors on there offering novice and intermediate courses. #paraplanningmadeeasy

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Parasentials Paraplanning @parasentials

8 years ago

@ParaPowwow @ParaPowwow we are so gutted we just missed out. We will be putting our names on that waiting list!

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Parasentials Paraplanning @parasentials

8 years ago

Really excited for the #paraplanningexcellence event in November hosted by #owenjamesevents. It will be interesting to hear from @Scroders and @Investec and there inspiring insights!

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Parasentials Paraplanning @parasentials

8 years ago

@ProfParaplanner @ProfParaplanner this certainly is an interesting topic indeed. US GDP drives global stock market returns, being the largest economy. The US leading indicators suggest that there is still growth to the upside and I would argue who is to say what is cheap and what is expensive...

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Parasentials Paraplanning @parasentials

8 years ago

@steveburley @nucleuswrap What a great achievement, you must all be so proud.

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Parasentials Paraplanning @parasentials

8 years ago

@themoneypanel @Addidi Fantastic ! Great news.

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Parasentials Paraplanning @parasentials

8 years ago

@DynamicPlanner @DavidOLifetime @bengoss Well done! Team work makes the dream work!

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Polestar Wealth Management @PolestarWealth

8 years ago

You can still receive your state #pension if you retire overseas - but your payments may be frozen, depending on the destination you choose. which.co.uk/news/2018/06/r…

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Pembroke Financial Services @pembrokefs

8 years ago

Transfers out of private sector final salaries pensions boomed in 2017 but is it the right decision for you? For more information read here: ow.ly/T8RL30kyRi5

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Acuvest @AcuvestIreland

8 years ago

UK #pensions - 23 million face working until they drop shr.gs/qbdSgJg

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Mind Over Matter 🧠 With Joanne Mullen @FmcsLtd

8 years ago

You’d be nuts to miss this opportunity with @BerryandOak

Berry&Oak @BerryandOak

8 years ago

We are looking for an experienced Financial Services Administrator & Paraplanner to join our amazing team in Boston Spa. Experience is essential, along with attention to detail and the desire to wow our clients. Full details can be found here: berryandoak.com/why-work-for-u… …

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Wealth Management @wealth_mgmt

8 years ago

The risk of running out of money due to unexpected longevity is just as real as not saving enough for retirement in the first place. Advisors and clients both aren't prepared. ow.ly/sWze30kAITT

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Parasentials Paraplanning @parasentials

8 years ago

@wealth_mgmt Very interesting statistics and somewhat concerning. When will people wake up and realise that the sooner they plan for longevity the more fruitful their financial futures will be!