At UK Welltech, we design financial planning solutions which simplify the advice process for financial advisers throughout the UK.
- Paraplanning
Our strong track record has been backed by a thought partner approach, where we work with advisers to ensure optimal results for their clients. We have comprehensive, detailing recommended strategies and investment products and portfolios that allow clients to reach their financial goals. We thoroughly review the data from the adviser to prepare SoAs that are comprehensive, compliant and easily understood by clients.
- Review Solutions
Continuous reviews are critical for advisers who want their clients to reach their financial goals, from examining risk attitudes to monitoring changes in present situation and making appropriate modifications.
Additionally, an influx of new regulation for ongoing services has meant that advisers need to act in their clients’ best interests, while also thoroughly understanding how to navigate this complex landscape.
UK WellTech is familiar with these difficulties, having aided over 3,000 reviews by using a tech-enabled strategy to improve client engagement and regulatory compliance. Our team can assist you in preparing for your review meetings by gathering papers such as fund manager reports, review presentation materials, and any other practice-specific documents.
- Digital Marketing
We know exactly how advisers should engage with their audience to deliver a better story because of our extensive domain experience. We work cooperatively with advisers to ensure that our marketing efforts are strongly connected with their overall aims and objectives, and our position allows us to develop powerful content specifically targeted for the financial planning area.