Argonaut Paraplanning
Argonaut Paraplanning offers outsourced paraplanning services to Independent Financial Advisers and Planners, assisting them in creating and explaining financial plans and recommendations. Established in 2011, the company focuses on research, analysis, and reports to support its clients.
- Pension Switching
- Suitability Reports
- Cashflow Forecasting
- Inheritance Tax Planning
- Consultancy and Training
- Bespoke Financial Planning
- Centralised Investment Proposition
- Centralised Retirement Proposition