The CPC Group Process

We guarantee delivery of our work within 7 days. Time critical advice delivery is available for urgent requests.

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1. Advisor Submission

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Adviser Submission – via our secure portal or via email.

2. Due Date Assigned

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Due Date assigned and quote is produced for adviser approval within 24 hours of request being received by our office.

3. Advisor Approval

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Adviser approval.

4. Paraplanner

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Paraplanner makes contact with adviser within 24 hours of quote being approved.

5. Cash Flow Projections

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Paraplanner produces cashflow projections within 3 working days to present to adviser for approval (if requested).

6. Delivery

Why Outsource

Plan is produced and delivered within 5 working days.