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Our Services

This list is not wholly and exclusive; we are more than happy to discuss any additional requests so please call us on 01227 206213 or 07387 946465 or contact us.

Personal Admin

  • Lifestyle management such as booking concerts, chauffeurs etc.
  • Sourcing client gifts
  • Managing birthdays and Christmas cards
  • Mortgage cases
  • Putting together case paperwork and submitting to lenders
  • Chasing third parties
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Personal Admin at Elite VPA

IT Management

  • Mail merges
  • Excel spreadsheets
  • Powerpoint presentations
  • Formatting documentation
  • Email management
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IT Management at Elite VPA


  • Typing of documentation
  • Audio dictation
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Typing at Elite VPA

Diary Management

  • Managing diaries
  • Booking accommodation and travel
  • Sourcing meeting rooms
  • Event planning
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Diary Management at Elite VPA


  • Linkedin Projects
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Marketing at Elite VPA


  • Managing expenses
  • Raising invoices and Chasing overdue invoices
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Finance at Elite VPA

Wealth Management

  • Anti-Money Laundering Due Diligence
  • Suitability Letters
  • Asset Preservation Trust/Letters & Expression of Wish Paperwork
  • Chasing Pipelines & Managing Turnover
  • Client Servicing (setting up & maintaining system)
  • Confidential Financial Reviews (Individual & Corporate)
  • Deeds of Assignment
  • Drawdown Paperwork
  • E-briefing Set Up & Management
  • Effective Client Servicing
  • Electronic Business Submissions
  • Encashments/Withdrawals
  • Fund Switches & Fund Switch Suitability Letters
  • Illustrations on iBusiness
  • Letters of Authority (Sending & Chasing)
  • Logging of Continuing Professional Development
  • Managing Online Wealth Accounts
  • Meeting Preparation (Initial, Review & Sign ups)
  • Post Review Actions
  • Prospect Management System Uploads
  • Self-Certification Forms (Individual & Entity)
  • Set up of Systems and Processes (for a smooth-running & effective back office)
  • State Pension Forecasts
  • Stock Transfer Forms
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Wealth Management at Elite VPA

Other Admin

  • Recruitment
  • Fleet management – tax Mots, insurance, repairs, tolls
  • Researching
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Other Admin at Elite VPA