We’ve used LKD Paraplanning for all of our Paraplanning needs since 2012. As a 13 x Partner Practice we transact a reasonable number of cases. These cases are processed efficiently, of course, but mostly we benefit from an outstanding level of service and brilliant ‘Quality of Documentation’ scores. I believe our scores (80% plus suitable) are amongst the best in St. James’s Place for a large businesses, and this is thanks to LKD Paraplanning. As a 13 x Partner Practice we transact a reasonable number of cases. We benefit from an outstanding level of service and brilliant ‘Quality of Documentation’ scores. Lee Cooper - Cooper Associates Wealth Management
LKD Paraplanning offer me a service which allows me to do what I’m good at, seeing clients. The more time I spend with clients, the more business I write and it’s for this reason I would never process my own work, opting instead to use the services of a paraplanner. By using LKD Paraplanning (the best firm I’ve used by far), I’ve found my cases get processed considerably quicker than if I did them myself, the BA grades I get are much better and consequently less of my work gets checked. So all in all, for a modest monthly payment I benefit by writing considerably more business and it only takes a fraction of the time. Martyn Cole
LKD offers me a first class service. It allows me to spend all of my time prospecting and seeing clients. On seeing a client I give the documentation to LKD and they prepare the case and submit to Business Assurance. I have yet to experience any negative feedback from Business Assurance on the quality of files submitted and this means the time I would have had to spend doing any remedial action more than pays for the service I get.
LKD keeps me updated on the progress of all cases and ensure they are processed quickly and efficiently At the end of the process I have a file ready to present to the client. In my 25 years in the industry LKD offer me the most professional and cost effective service I have ever used. - Jon Govier