Peony Paraplanners Limited
Outsourced Paraplanning Solutions
About Us
We provide expert, outsourced paraplanning solutions to suit every business need such as short term contracts, cover for maternity/paternity leave, resolving your backlog, or long term paraplanning support.
Our services are completely bespoke and seamlessly integrate with your business.
Qualifications:
Level 4 Diploma in Paraplanning (DipPP)
Level 4 Diploma in Financial Advice (DipFA)
Level 4 Certificate in Long Term Care & Later Life Planning (CertLTCP)
Member, London Institute of Banking & Finance (MLIBF)
Our Services
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Fund switching within GIA, ISA , SIPP and Bond investments including rebalancing
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Investments into General Investment Accounts, Bed&ISA, and new ISA Subscriptions
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Transfers between providers
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Contributions into new and existing pensions, including carry forward
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Defined contribution pension switching including full SIPPS
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First time events, PCLS lump sum or regular TFC income & regular taxable income
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Setting up of new onshore and offshore bonds
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GIA, ISA, SIPP withdrawals & Investment Bond surrenders
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Discretionary, Gift & Loan, and Bare Trusts.
Set up or transfer of investments to be held within Trusts
Contact Us
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