Our Services
We believe we can offer a wide range of services to clients to assist in the release of their time, the development of both processes and procedures, and the enhancement of existing talent within an organisation. These services can either be on a regular basis, should you need it, but also on an ad-hoc basis. No matter how often you use our services, the same level of high quality is guaranteed.
​
All charges are based on a 'menu' system as opposed to on an hourly basis to ensure you can manage your cashflow from the outset.
​
We also offer a 'retainer' service which we can discuss with you if you wish to explore this option. This service is entirely bespoke to the firm and therefore the cost would form part of the initial discussion if this was something you wished to investigate further.
​
We understand that every firm has different clients, with different needs, therefore all services will be offered so that we can specifically meet your requirements. We'd invite you to contact us to request a copy of our charges and, if you desire, we can provide said bespoke quotation for you based on your needs at the time.
​
Working with Pathway Paraplanning means you will not get lost amongst different names, in different teams. Due to the set up of the business you will always, without fail, receive the personal touch desired.
​
Some of the services offered are listed below, if there is anything you feel you need support with, that's not documented below, please feel free to still get in touch and see if we can help.
Report Writing
Suitability Reports are essential to the provision of advice and we can help in the completion of these, across all aspects of Financial Planning, to free up your time.
​
Any reports can either be styled in your existing format or, should you prefer, we can complete these in the format of our own bespoke style dependent on circumstance.
​
Our completion of the Suitability Reports allows you to dedicate your time to other areas.
Tax Calculations
Tax calculations, 99% of the time, often form some part of the advice process but can be a significant consumption of resource.
Passing this responsibility to a third party will release that resource to work on other areas, we seek to make this possible by completing these for you.
Cashflow Modelling
A vital part of the process - cashflow modelling - can often mean significant amounts of time are spent inputting the relevant information and establishing a current model of income vs. expenditure for the client.
​
We aim to remove the time you spend on this and create the plan for you. We can also provide further scenarios based on the different goals of clients.
Process & Procedure Development
Every firm needs processes and procedures and we understand that sometimes the time is not available for you to focus on the development of these.
​
We offer a service where we can enhance processes and procedures you have in place and do so by working with you to make these as seamless and simple as possible.
We value processes and procedures but we believe they should be straightforward, clear, and easily adaptable, as the business develops and changes.
Please contact us with any enquiries and we will be delighted to discuss further with you!
​
​