Paraplanning Services Tel: 01296 841071 Email: admin@triangleparaplanning.com
Paraplanning Services Tel: 01296 841071 Email: admin@triangleparaplanning.com
Our process is quick. Once we have discussed your requirements we shall email you confirmation of the work agreed and the fee. We ask you read our privacy policy to see how we process personal data.
By emailing us back and confirming you agree to our proposals and want to proceed on the basis outlined in our email, you will be instructing us to commence the paraplanning work on your behalf.
At Triangle, we take data security very seriously and are registered with the ICO.
We use Dropbox for our file sharing requirements. Dropbox meets GDPR requirements across all of its services - click here for further information .
Once you have engaged us to undertake work for you, we shall send you a link where you can upload documents to enable work to progress on your case. Nice and easy.
Copyright © 2023 Triangle Paraplanning - All Rights Reserved.
Triangle Paraplanning is a trading name for Finchbrook Limited, registered in England and Wales No: 7601224.
Registered address: Milton House, Gatehouse Road, Aylesbury, HP19 8EA.
Triangle Paraplanning is not authorised to provide financial advice and is not regulated by the Financial Conduct Authority. We are not covered by the Financial Services Compensation Scheme (FSCS). Finchbrook Limited is registered with the Information Commissioners Office.
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