Planning tools for private clients

Our online tool platform has been developed to be highly adaptable, allowing us to rapidly version tools to your specific requirements. So we can roll out tools to assist private clients with financial planning in a wide variety of areas such as: - identifying shortfalls in retirement saving, school fees planning or saving for children.

As with our adviser tools, they can be implemented individually or combined as a fund tool-kit – which can serve as a centre for investment communication.

In either case, they will be fully re-branded and seamlessly integrated within your website.

Importantly, at the heart of our service is fully FSA compliant calculation engine, coupled with an advanced reporting system which generates high quality output to compliment and reinforce the standards of your other marketing literature and communication.