Core Financial

Ogólne informacje

Focusing on the needs of the adviser, Core Financial UK aim to provide assistance at all levels from basic Administration to Pension Transfers and everything in between. Our team offers a daily service, leaving you free to see your clients and transact more business We give you access to a reliable Paraplanning service, making use of which ever services are most appropriate to the way you work and when you need them, without the expense of permanent staff. PLEASE NOTE, UNLIKE MANY OTHER PARAPLANNERS WE DO NOT TIE YOU IN TO ANY CONTRACT. YOU ONLY PAY FOR THE SERVICE THAT YOU NEED, WHEN YOU NEED THEM. We have a track record since 2007 in working with advisers to increase the profitability of their business. We offer services when YOU need them with no tie-ins. We offer a wide range of services covering full and ad-hoc Paraplanning services, Administration services and full Research services including Compliance Services.