What we do | Lifetime
Financial Planning | Servicing
programme | Product
advice | TCF | How
we get paid
Ongoing Servicing Programme
Upon conclusion of your initial Lifetime Financial Planning assessment, we will establish your Ongoing Servicing Programme. This details the level of service you expect from Paragon, including the following key elements:
Upon conclusion of your initial Lifetime Financial Planning assessment, we will establish your Ongoing Servicing Programme. This details the level of service you expect from Paragon, including the following key elements:
- Updates and review meetings
- Reactive advice when needed
- Support from a dedicated Account Manager
- Statements and valuations
- Plan and goal assessments
- Shortfall needs analysis
- Lifetime cashflow forecasts
- Net worth analysis
- Tax mitigation, estate planning and inheritance tax calculations
- Product/service and fund reviews
- Online services and portfolio management
- Fund, market and economy research and updates
- Access to Discretionary Fund Managers
- Portfolio rebalancing
- Client record keeping, file maintenance and 3rd party service management
- Trustee and executor briefing service
- Liaison with other appointed professional advisers
The supply and frequency of each component will be agreed in advance and confirmed in writing.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.