Your clients are our clients
Services
Administration Support
A dedicated team to support you
Our team of Wealth Management Administrators have first-hand experience of working within new and well established Practices. We aim to make your processes run smoothly. We can fully integrate into your existing team of administrative support or work solely in areas where needed.
Client Review Process
Book in Review Meetings with calls logged in Salesforce
Confirmation of Review Meeting emailed to the client and logged in Salesforce
Outlook Diary Management
Meeting Packs prepared and saved into One Drive
Follow-up Post Review Letters actioned and saved onto Salesforce
Business Processing
Pensions – Investments – Protection – Mortgages – EIS/VCT - Trusts
Producing comparisons and investment illustrations
Full EBS business processing
Complete Advice Set & Advice Cycle
Liaising with the Central Administration Unit when needed
Liaising with clients to ensure completion of an investment
Client Servicing Support
Simply put, client servicing is about building and maintaining positive relationships. It’s not just the occasional telephone call or letter, it is a continuous cycle of service delivery. From core services available to all your clients through to client-specific services, this all forms part of your servicing strategy
Our Client Servicing team are able to support your business with an array of options available to you.
We can arrange with Perivan to have your marketing material delivered to our office. This will save your business time and cost.
Investor Magazines
Budget Reports
Tax Cards
Tax Year-End marketing mailing
Birthday Cards
Christmas Cards
Special Occasion Cards
Gifts & Flowers
E-Briefing set up and updates
Diaries & Calendars
Bereavements
Get in touch.
Our process is simple. No-fuss, no mess.
Letter of Authority sent to the client via post or DocuSign
Confirmation with a client that all information is correct
Letter of Authority emailed or posted to providers
24-hour confirmation of receipt with providers
Information received and uploaded into Salesforce inc. LOA Tracking
Information forwarded to relevant paraplanner
Letter of Authority
We understand that sending Letters of Authority’s can be time-consuming and ultimately slow the process of advice to your clients.
We work tirelessly in reaching out to 3rd Party Providers to attain the correct information for paraplanners, all day, every day.
Using our dedicated team of chasers, you can leave the long drawn out process of chasing providers to us while you focus on the more important matters of meeting clients.
FAQs
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Yes, of course!! We work closely with different paraplanning companies across the UK that don’t provide a chasing service. We are more than happy to liaise with your Practice Manager and paraplanner to ensure the correct information is obtained.
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Yes!! Most of our staff come from an SJP background or have worked in Practices before. All our staff undertake the SJP Accreditation and are working towards a qualification in Financial Planning.
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Yes!! It is important for your Practice and our team that they get to know your business. We encourage Partners to utilise all elements of Millwood, be it the client servicing team, the administration team or the paraplanning team. This way your clients get to know us as your team.
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No!! Our contracts are built up on a 3-month minimum with a rolling monthly contract thereafter.
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Our paraplanning team have set fees attached to the different types of cases. Our Administration team is scaled on an hourly rate depending on the level of service you require. Please drop our team an enquiry and we will be in touch.
Paraplanning
We understand the fundamentals of paraplanning are vitally important to a Partner, Practice and more importantly your client. We are able to offer a paraplanning service that suits your needs.
Our paraplanning team provides a cost-efficient service that enables you as a business to focus on your clients and grow your business.
We have built a dedicated paraplanning network of dedicated qualified paraplanners that we trust. We also have an in-house function that can quickly turn around cases in less than 24-hours.