I am looking for a paraplanner to research and write a report for a case we have on the go.
The basic outline of the case is we have a client who has asked us to review her SIPP.
Within the SIPP she is invested in three different products, a wrap, a PPP and a Hawthorne Life Trustee Investment Plan. The TIP has a guarantee attached to it.
We were looking for a paraplanner who might have some experience dealing with TIP's in the past and would be able to research and write a report on this for us?
Please do get in touch if you can help