ParaPlanner Service

2020 Financial Services Ltd recognise that there are times when the busy Financial-Planner needs to outsource the research and report-writing function to someone who maintains similarly high standards.  We're proud to announce the launch of our new ParaPlanner Service and you may download our introductory Factsheet by clicking here.

Please read our Factsheet as this details the kinds of project undertaken, likely costs, and what we will deliver to you as the end product.  You will, for instance, still be responsible for checking that suitability reports are personalised adequately for each individual client.

Please Note At the present time, this service presupposes that the user will supply all required information to our Paraplanner.  When 2020 Financial Services implement their national I.T. framework, your completion of the instruction form below will constitute your formal instruction to access client data for the sole purpose of conducting the relevant research.

Your Name:

Your Firm:

Your Telephone:

Your Email:

Client Name:

Project Description:

Timescale:

Click this only if you want us to obtain information from existing product-providers

YES - run enquiry

Please note that if you want us to obtain information from existing product-providers, there may be an additional time-related charge.  You will also need to get your client to sign an amended Letter of Authority, which you can download by clicking here.

By clicking the 'Send' button below, your instruction will be forwarded to our Paraplanner, and a copy to our Administration Team.  You will receive an acknowledgement and we will be in touch to discuss the details of the case and your requirements.  Our research work will be thorough and comprehensively-documented, but  the following minimum requirements will need to be provided:

1. Client FactFind + Meeting Notes (includes itemised objectives)
2. Client Attitude To Risk (ATR)
3. Precise description of area of need to be researched