Perceptive Paraplanning
Website
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Perceptive Paraplanning
Category: Administrative & Specialty Services
- Phone
- 01246 439020
- Email business
- Website
- www.perceptiveparaplanning.org.uk
- Address
- Eckington Business Centre, Sheffield SOUTH YORKSHIRE, S21 4JH
customer service
Financial advisers
Professional Advisers
0 Customer reviews
Write a reviewPerceptive Paraplanning Services was established in 2004 offering financial advisers a high quality and practical paraplanning support service borne out of several years experience within the industry We aim to provide a competitive reliable outsource support service for professional advisers The growth of the business is mainly attributable to the referrals made by existing clients which further supports our progression whilst retaining the excellent customer service standards prompting referrals from our clients The business has grown and we now look after advisers from numerous practices and networks allowing us to familiarise ourselves with the compliance requirements of most of the major networks
- Description
Business profile
Perceptive Paraplanning Services was established in 2004 offering financial advisers a high quality and practical paraplanning support service borne out of several years experience within the industry We aim to provide a competitive reliable outsource support service for professional advisers The growth of the business is mainly attributable to the referrals made by existing clients which further supports our progression whilst retaining the excellent customer service standards prompting referrals from our clients The business has grown and we now look after advisers from numerous practices and networks allowing us to familiarise ourselves with the compliance requirements of most of the major networks
Perceptive Paraplanning's Keywords
customer service | Financial advisers | Professional Advisers | Customer Service Standards | Outsourced Administration
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