New fixed fee adviser support service offering launches

The new service offers a range of paraplanning and administration packages with the aim to solve individual firm's needs and free up advisers to focus on financial planning. There are three packages: Orange, Aqua and Aqua +. Orange is the basic plan designed to ensure advice firms are meeting minimum regulatory needs, and Aqua then ensures advisers meet Consumer Duty requirements, including a ‘Vulnerability Flowchart Assessment' and ‘Client Impact Assessment'. Aqua+ includes full service paraplanning and admin and includes additional financial activities like annual Bed & ISAs and pen...