"Sorry, we can't help"

Financial Advisers - do you ever find yourself in this position, where you are unable to help an existing or prospective client, generally or with a particular area of planning, because you do not have the correct regulatory permissions or experience?

This may occur where you are approached by a prospect that has been living and working overseas, where an existing client is planning to relocate, or simply where a clients financial affairs are complex and non-standard.

QB Partners have been providing independent technical support to professional advisers for over 12 years, in all areas of pensions, estate, tax and cross-border planning. We have helped advisers to generate business and add value to their clients, whilst simultaneously reducing risk to the adviser business.

Advisers are often expected to be experts in all areas of Financial Planning, but, when this is not possible, QB Partners can be used to gap-fill and assist advisers in both identifying and implementing the correct solution for their client. This is primarily via our Suitability Report Service which is a fixed-fee service starting at just ￡500.

Where necessary, advice in specific areas can also be outsourced through QB Partners and we will facilitate the required, regulated advice from our approved 'Specialist Adviser Panel'.

Although we can generally assist with all areas of planning, the below is a small sample of the specific types of planning that we are currently supporting advisers with:

Lifetime Allowance Planning

Estate Planning 

Trust Registration Service 

Protection 

Defined Benefit Transfers 

Cross-Border Planning 

Insurance Solutions 

Domicile Reviews 

International Pensions         

If any of this is of interest to you, please get in touch with us by email ([email protected]) or by phone (01624 661232), or by submitting our online contact form.