National IFA Fairstone Financial Management - formerly Moneygate Financial Services - has sought the help of paraplanning outfit Para-Sols to build a bespoke support service for its advisers.
The service will help advisers with all elements of the advice process, from information gathering and research and report writing, to compliance and achieving a successful grade on the file, Fairstone said. Para-Sols said the service was built exclusively for Fairstone from technology it had developed over the past five years. Fairstone head of operations John Ripley said: "Our research showed advisers need a flexible, bespoke paraplanning service that offered a full range of services. "They do not wish to commit to lengthy contracts or pick up the cost of a full time in-house par...
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