Athena provides technical bespoke paraplanning and administrative support for new and replacement cases, including but not restricted to;

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• Retirement Planning and Drawdown 

• Investments

• Inheritance Tax Planning

• Later Life and Long-Term Care

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A comprehensive service is offered which includes producing relevant supporting case documents, such as Illustrations, critical yield calculations, income sustainability calculations and advice sets.

 

We also offer ancillary services and support work, e.g., Client Review updating, gathering ceding scheme information and sending letters of authority. 

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Complex and multi-cases can also be undertaken.

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One size doesn't fit all!  As an outsourced paraplanner firm, we offer cost-effective Paraplanning through a flexible and bespoke service that is as unique as you and your clients.

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We're more than just report writers!

 

Get in touch with us to discuss your Paraplanning requirements.