Welcome to Bay Leaf Paraplanning
We offer services to make your practice more cost effective, allowing you to spend less of your valuable time on paperwork and administration.
A bespoke service designed to make your practice more cost effective by allowing you to spend less of your extremely valuable time on administration and paperwork, and more time doing what you do best, meeting with your clients, and as a result, increasing your revenue and profitability.
To support your practice by providing high-quality compliance approved Suitability Reports for your clients, collating plan information and carrying out all necessary comparisons and calculations to support your recommendations, whether simple or complex.
To monitor each case we work on until it has wholly satisfied any compliance checks, aiming to increase the overall quality of your documentation.
Bay Leaf Paraplanning understands the value of company time and we will strive to minimise the amount you spend on administration. Make sure you make the right choice today and let us find company time.
Bay Leaf Paraplanning Services is headed by Steve Luke and Richard Lynn.
Steve started his career in financial services in 1998 working as a Financial Adviser, and has worked as a Paraplanner directly for several Partners of St. James’s Place since 2010.
Bay Leaf Paraplanning was born in 2014 when Richard joined the team as a Paraplanner, and the company incorporated in 2015 offer specialist Paraplanning support exclusively to Partners of St. James’s Place Wealth Management.
Since then, the team has expanded and provides a wide range of services to all sizes of firms, and we now with a proven track record of high quality Suitability Report writing.
Whilst you focus on client meetings and increasing your revenue streams, you can leave the paraplanning to us. Whether it is new business or a replacement/transfer cases, we can write your reports and complete all tax calculations and transfer analysis for you. We provide support in the following areas:
Retirement Planning (defined contribution)
At Retirement Planning
Once we receive your instruction we will keep you updated at each stage of the process, and send weekly updates too. We monitor every case closely until completed, and will respond to any technical or specific queries you have.
Outsourcing to Bay Leaf Paraplanning Services will free up your valuable time and reduce your running costs, as you only pay a fee when you use our services.
You should however be aware that you will need to hold the appropriate level of authorisation for the business you are undertaking and that Bay Leaf Paraplanning is not authorised or regulated by the Financial Conduct Authority.