Technical support
For more complex queries, we can provide added-value technical support, both case
specific and generic. With our reputation for technical excellence and the adoption
of an holistic approach, we aim to work in partnership with you to develop practical
solutions to financial planning problems.
We can offer you support in the following areas:
- Financial planning for individuals and trustees
- Retirement planning
- Estate planning and trust arrangements
- Tax planning for business proprietors
We produce a monthly Financial Planning Bulletin called the Knowledge, which aims
to put complex and topical issues in a clear and concise manner, to assist you in
identifying sales opportunities. The bulletin is available in paper or pdf format
on our adviser extranet.
KnowledgeBase is a technical online store providing a quick reference library of
current and historic technical information, including factsheets, bulletins, articles
and basic training material. The content is reviewed regularly and updated as the
financial and technical environment changes.