Lee Whiteside of Plan4Life

"I have been using the annual review service and can honestly say that it has revolutionised my business. As a sole adviser with no administrator, I was at capacity levels with ongoing servicing. The service has freed up at least 4-5 hours of time each week, previously spent drafting review reports. This has resulted in additional fee levels being generated as new ongoing clients have been identified and onboarded.
 
All in all this is an outstanding service and one which I will continue to use without question. I have tried other paraplanning services in the past but found them to be too costly or unreliable - neither of these apply here.”