Owner Test222
302, Lakulesh Complex, Nizampura, Saffron hub Complex, Saffron hub Complex , London PO2 7JRJoseph joined Medical Family Finance with considerable experience in the industry which is evident in his confident, personable approach to financial advice. Joseph joined Medical Family Finance with considerable experience in the industry which is evident in his confident, personable approach to financial advice. Joseph joined Medical Family Finance with considerable experience in the industry which is evident in his confident, personable approach to financial advice.
Qualification: Diploma
Experience: Array 2 - 3 Years
Please login / register to check contact details.Services & pricings
| No. | Service name | Price (per hour) | Price (per case) |
|---|---|---|---|
| 1 | Ad-hoc work | £10 | £100 |
| 2 | Data gathering from an LOA stage, DB (case not submitted to paraplanning) | £20 | £200 |
| 3 | Safeguarded benefits | £30 | £300 |
| 4 | Protection | £40 | £400 |
| 5 | Final salary (full advice stage) | £50 | £500 |
| 6 | Drawdown | £10 | £500 |
| 7 | Pension/Investments which require an ISC (Income Sustainability Calculator) | - | £250 |
| 8 | Defined Contribution Pension Replacement | £25 | - |
| 9 | Carry-forward calculation | £5 | £55 |
| 10 | Annual allowance calculation | £6 | £66 |
| 11 | IHT/BPR replacements | £50 | - |
| 12 | Final salary (full advice stage) | £22 | - |
| 13 | Abridged advice (no prelim) (includes LOE) | - | £2323 |
| 14 | Long term care/Equity release | £45 | £5656 |
Reviews & ratings
| Overall ratings | Stars |
|---|---|
| Overall | 4 |
| Communication | 4 |
| Quality | 4 |
| Efficiency | 4 |
| Knowledge | 3 |
| Service | 3 |
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gtggg
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this is testing review for test paraplanner
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Test user comment for paraplanner from external url. Test user comment for paraplanner from external url. Test user comment for paraplanner from external url.