Why Choose IPS?
Integrated Paraplaning Solutions are a team of dynamic and capable individuals with a wealth of experience spanning all aspects of financial planning.
No paraplanning job is too big or small for our team and our flexible modular approach to pricing allows our clients to hand over as much or as little as they need on a case-by-case basis, freeing you up to focus on your client experience.
Data Gathering and Analysis
When we speak to providers, we know what questions to ask and how to ask them. This ensures we source accurate information at the right level of detail.
We have a disciplined process for analysis coupled with our exceptional technical knowledge and experience. This means we can quickly assess suitability taking the client’s specific circumstances into account.
We can provide standalone research for you to discuss with your client or to help you decide the direction of the advice. We can provide the data to help you answer questions such as:
Should my client use their full carry-forward allowance even though their pension value is close to the lifetime allowance?
What inheritance tax saving could be made by investing in an estate planning solution?
The fund range is limited but my client’s existing plan is really cheap. Are the funds good enough to keep the plan?
We believe that the best reports are succinct, personalised and not repetitive.
As well as the usual suitability reports, our report outputs include short proposals, options documents, discussion documents, drawdown review reports, annual review follow-up reports and any other kind of report that helps you to deliver an exceptional client experience.
We’re proud to have more than five years of client success stories under our belt.
Here’s what our clients say:
Engaging the highly qualified and extremely pleasant members of the IPS team to assist with our Annual Suitability Reviews and day-to-day research and reporting transformed our business virtually overnight. Our capacity to service new business enquiries increased significantly and the quality of their input and output has allowed us to provide a consistently high level of financial planning advice to our clients. I wish I’d been introduced to IPS years ago!
Bowman Financial Planning
Since working with IPS, our advisers have been able to increase the quantity and quality of client contact, making for a truly exceptional client experience.
The accuracy and timeliness of the IPS reports is just what we were hoping for.
Financial Planning Manager
Recruiting a true Paraplanner locally was like fishing in a very small pond, and IPS took the pain out of filling the in-house role. Kim has the technical expertise and knowledge to not only put together the strategy and suitability reports but also to provide a sounding board for the Financial Planner.
IPS have fitted in with our processes, and Kim has become an integral part of our Team.
Strategic Vision Wealth Management
Since 2015 we have served over 85 clients and produced over 740 documents
Our Leadership Team
Our team has accumulated a long history within the financial services industry, so you can be assured that will always receive an expert, accurate high quality service.
LLB, FPFS, TEP
Chartered Financial Planner
As well as a long list of qualifications, including the STEP Diploma in Trusts and Estate Planning, Kim has amassed a breadth of experience of all things financial services over the past fifteen years. She describes herself as an active seeker of information and solutions driven.
BA (Hons), APFS
Chartered Financial Planner
Suz has over 10 years financial services experience, working for national practices and small firms. She has accumulated a wide range of experience in all areas of financial planning, as well as managing teams, and streamlining processes along the way. Suz is passionate about providing the right advice for the client and loves the technical aspect of financial services.
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