Paraplanning

  Triangle Paraplanning offers paraplanning services including, but not limited to:

• Research, analysis and suitability report writing for both corporate and personal financial planning.
• Calculations of any kind - tax calculations, bond surrender calculations, lifetime allowance analysis, tapered annual allowance calculations, various estate planning calculations, in fact anything you want to throw at us.
• Any technical analysis that you require.
• Administrative services

You are not tied to service packages.  Triangle aim to make it easy for you to do business with us.  Please get in touch.

 We are experienced in all aspects of paraplanning including:

• Estate Planning
• Pension Transfers/Switches
• SIPP, SSAS, Drawdown, Income Planning
• Fund Research & Investments (including EIS, VCT & BR)
• Cashflow Modelling
• Annual Reviews
• Group Risk (new schemes and re-brokes)
• Protection (both corporate and personal)

We believe in keeping things simple and won’t make you fill in a proforma, unless you want to.