Argonaut Paraplanning
We provide a strong and robust paraplanning resource, built on high levels of knowledge, experience and qualification. We offer a range of services, including financial planning and cashflow modelling as well as training and consultancy services. Much of the work we undertake is analysis and report writing. We work in partnership with you to create a compliant file and to help produce the best outcome for your clients, whilst ensuring the process is simple and cost effective for you. As part of our proposition we have a strong internal checking process in place to ensure the reports you receive are compliant and accurate. We believe this forms an essential part of the paraplanning process.
Argonaut Paraplanning was established in 2011. The Company Directors are: Julie Pipe CFPCM ACII APFS APP Chartered Financial Planner Alan Gow DipPFS APP The team has many years of experience and this includes the following: Drafting bespoke financial plans. Cashflow planning. Pensions (including switches and transfers). Drawdown (including capped drawdown, phased capped drawdown and flexible drawdown). Group Pension Schemes and Salary Sacrifice arrangements. Family SIPP, SSAS (including defined benefit SSAS). Annuities. Investments (including Bonds, Structured Products, OEICs, Unit Trusts, Direct Equities and more). EIS, Seed EIS, VCT and Business Property Relief Schemes, including AIM Portfolios. Wraps / Platforms. Estate Planning. Long Term Care. Protection. Trusts.
Address: 8th Floor Fountain House 2 Queens Walk, Reading RG1 7QF UK
Phone: +44 118 948 56 50
FAX:
