Testimonials
"We started using the services of Emma Tee through Perceptive Paraplanning
recently, We have found the service to be excellent, everything is conducted via
Email with documents being scanned and forwarded to Emma for analysis, we then
subsequently discuss any points which require fine tuning before the suitability
report is completed by Emma and forwarded to us for presentation to our clients.
It has enabled us to concentrate on what we do best and also provide a service
to our Pension clients which has always been an extremely difficult and time
consuming sector of the market.
I wouldn’t hesitate to recommend her services to any other IFA’s."
James Whearity - James & James IFA Ltd.
"Just a short note to thank you for your help and assistance
with para planning for me over the last couple of years. You have always got
back promptly to me with any requests and dealt with any queries in an accurate
and professional manner."
Robert Clarke - Honister Partners
"Emma has been helping me for about a year. Her input has
helped free up my time to enable more face to face meetings with clients which
ultimately will grow my business."
Paula Cohen - Independent Financial Services (Sesame Adviser)
"I am so pleased with the service and work completed by
Perceptive Paraplanning. I always find the service is reliable and efficient.
The services saves me time and has indeed made the business more profitable - I
couldn't be without it now!"
Geoff Hughes - Beacon Independent Financial Advice (Whitechurch Adviser)
"I am so pleased I found a service that knows the True
Potential system! The service provides me with research and suitability reports
which is great, but also the submission of business via True Potential and the
upkeep of client files, including valuations which gives me so much time to
pursue new business opportunities and reviews for existing clients - wonderful!"
Diane Carr - Positive Solutions
