Bespoke paraplanning services for financial advisers
Report Writing
Fact Gathering
Research & Analysis
We provide outsourced paraplanning, offering a wide range of services.
At Pivotal, we’re focused on helping firms fill the missing gap.
What can we help you with?
Pension
Pension consolidation can be one of the most time consuming exercises. We pride ourselves in our ability to assist with every stage of the journey.
Defined Contribution schemes are our speciality. We can assist with writing suitability reports which are client-friendly and adhere to consumer duty.
Suitability reports
Investment
We can assist you with new business such as GIAs, ISAs and Bonds.
We can provide calculations and investment research.
Estate Planning
We understand the importance of inheritance tax planning to ensure clients are able to provide their loved ones with as much of their estate tax-free, where possible.
We can assist you with recommending high-risk products such as Business Relief Qualifying Investments.
OUR MISSION
Adopting a holistic approach to help financial advisers gain more time with their clients.
Let us do the work so you don’t have to.