Paraplanning Perspectives
Our founder Ben discusses the importance of platform due diligence — exploring the regulatory expectations, what a robust review should cover, and how overlooked platform issues can impact client outcomes, efficiency, and suitability.
In this article, our founder Ben discusses a recent case where we identified a major discrepancy between two pension quotes for the same client — and how a careful technical review uncovered the cause and prevented a potential misstep in the advice process.
Our founder, Ben, provides a practical look at how cashflow modelling supports better financial advice — and why we believe it should be a central part of every adviser’s planning process.
