Boutique Financial Planning Services

Financial planning businesses are currently facing
numerous challenges which may include:

The table below shows the BFPS solutions to common financial
planning business challenges.

SOA Preparation	Initial or review SOA's Financial modelling projections 5 day turnaround time Optional extras (midwinter, style guide, SOA powerpoint Strategy checklist	Customised templates highlighting the value of advice Designated quality checker Discounts for regular users Transparent pricing model
Web Design Maintenance	Design site from scratch or upgrade existing site Holistic service (hosting, security & maintenance)	On line forms On line tutorials Access to our web templates
SOA Coaching & Checking	On-site coaching from an experienced paraplanner Live case SOA	Financial modelling Niche tools Template customisation
Practice Management	Implementation of the Client Engagement program Implementation of FP 9000	Adviser to client processes Service packages and pricing

All of our services aim to provide the following benefits to you:

We are delighted to provide the following services to make your job easier
throughout the financial planning process:

Service:

This service can help if you:

Benefits of Coaching & Checking:

Time - Saves you from having to conduct the training yourself.
Expertise - Our trainers all have a minimum of 5 years industry experience.
Increase efficiency - We provide tools/templates aimed at maximising SOA efficiency whilst maintaining quality.
Reduce risk - compliance.

Why use Boutique?

Coaching conducted by PP who completes SOA's every day
Trained by an experienced PP (min. 5 years)
Coaching completed at planners premises
We tailor the coaching to your needs and use your live case scenarios where possible
Access to BFPS coaching manuals & tools
Ongoing support - We provide 1 month free post training phone access for any queries

Please click here to login to view service costs

Please click here to login to view online tutorials

If you would like to know more about our services, please fill in the form below:

Please select the services you are interested in:
(Click on the service name for further information)

      SOA Preparation
      SOA Coaching & Checking
      Web Design & Maintenance
      Practice Management

Your name:

Phone Number: (BH) (AH)

Email address:

Preferred Contact Method: Email Phone