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Personal Touch adds para service

Personal Touch Financial Services has launched a paraplanning service.

It says the service, for its network members and directly authorised intermediaries, will help brokers who are upskilling to become IFAs.

Sales director Dev Malle says: “This is support for those looking to become a full IFA. Many aspects of the IFA remit, like investments and pensions require in-depth research and reports. The paraplanning service will help advisers and make sure they are on the right path to becoming a full IFA.”

The paraplanning service covers research, quotes, illustrations and suitability reports.

Bourke Ley Associates director David Ley says a paraplanner saves at least 10 hours of work a week. He says: “I can concentrate on developing the business and increasing turnover and providing an improved service for my clients.”


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Fair grounds

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