About The PRG Partnership

Welcome to the prg para planning services

 

PRG Para Planning Services Ltd is a professional para planning service provider with market experience in the provision all types of financial products. We offer a fully bespoke outsourced para planning service for Financial Advisers. We tailor our services to suit your goals; whether you are an independent adviser, a national IFA, directly authorised or a network member.


PRG Para Planning Services Ltd is will provide an efficient support service to enable your business to focus more time on clients, enabling you to grow your business. We offer services tailored to each individual adviser according to their specific requirements and in line with compliance procedures specific to their practice or network.


Flexibility is the key to our service

 

PRG Para Planning Services Ltd provides a competitive reliable outsource support service for professional advisers. In outsourcing research and report writing your business can reduce the substantial overheads involved in employing full or part time staff to deliver this service to clients.

 

Based in the Midlands, we operate nationally as our service is usually operated on a remote basis and our turnaround time for providing a fully completed Report/Suitability Letter is 3-5 working days.

 

Our para planning service is mostly charged as a percentage of fees or commission but can be on an hourly rate or priced per job. Therefore you only pay for work completed and approved - you pick and choose the level of service you require on a case-by-case basis.

 

We are happy to discuss your individual requirements and level of support needed.

 

Click here to view our Financial Factsheets

Click here to view our Financial Calculators

Our Bespoke

service includes

 

Liaising with providers for existing
plan details
Research into existing products
Obtaining Projections / Valuations
Product Research
Fund Research
Recommendation Report
Suitability / Reasons Why Letter

 

 

RSSLatest

Financial News

 

 

The PRG Partnership Ltd
1st Floor Jansel House,
Hitchin Road,
Luton, LU2 7XH
T: 01582 431 111

The PRG Partnership Ltd
2nd Floor, Uxbridge House
460/466 Uxbridge Road, Hayes,
Middlesex, UB4 0SD
T: 0208 570 7077

The PRG Partnership Ltd
51 The Parade,
Cardiff,
CF24 3AB
T: 02920 462 777

The PRG Partnership Ltd
5 Southfield Road,
Tunbridge Wells,
Kent, TN4 9UH
T: 01892 541214

The PRG Partnership Ltd
35 ST Pauls Square,
Birmingham,
B3 1QX
T: 0121 240 0589

HTML5 Powered with CSS3 / Styling, and SemanticsThe PRG Partnership is a trading style of PRG Independent Limited which is an appointed representative of Intrinsic Wealth Limited, and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Wealth Limited is entered on the FCA Register (http://www.fca.org.uk/register/)) under reference 217742 and Intrinsic Mortgage planning Limited under reference 440718.The PRG Partnership is also a trading style of PRG Financial Planners Limited which is an appointed representative of Intrinsic Financial Planning Limited, and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited is entered on the FCA Register (http://www.fca.org.uk/register/)) under reference 440703 and Intrinsic Mortgage planning Limited under reference 440718.

 

© 2013. The PRG Partnership. All Rights Reserved.

 

Other PRG sites: www.prginsuranceservices.com  l www.prgparaplanning.com  l www.theprgpartnership.com