QB Partners was founded in 2009 by Andrew Dobson and David White. We provide independent technical support to professional advisers and product providers and our areas of expertise are in international pensions,such as QROPS and QNUPS, cross border trust and estate planning, through our Qualified Trust and Estate Planning Service and wealth insurance through our Qualified Wealth Insurance Service.
It is our intention to continue to broaden the range of services that we offer in the future.
Professional advisers have to be able to advise on all aspects of a client's circumstances and cannot be experts in all areas. QB Partners offers independent, accessible and solutions driven technical support, compliance support and due diligence.
On Line Service Platform
We have brought together all of our propositions, know-how and technical resources onto one easily accessible on line platform to make it as easy as possible for advisers to transact business in an efficient and compliant manner. We will strive to constantly maintain and update our membership service to ensure that it continues to be fresh and dynamic, thus adding value to your business on an ongoing basis.
QB Partners do not give advice directly to members of the public. In the event of any information provided by us in suitability reports or other documents being incorrect, advisers would have recourse to us and we have professional indemnity insurance in place to cover such an eventuality, if necessary.
Passionate about Pensions
Well somebody has to be! What we are really saying here is that we strive to be the best at what we do, providing professional advisers with all of the support they may need to transact international pensions and other areas of planning. Take a look at our testimonials page to see what other advisers think of our service.
How Are We Paid?
There is a small monthly fee charged for membership of QB Partners. Advisers do not have to be members to work with us, but there is a discount for members on the fees we charge for the suitability reports we prepare. QB Partners are sometimes paid introducer fees from the providers on our panel. Wherever possible these fees are paid from the providers's core brochure fee. This ensures that QB Partners 's involvement doesn't increase the costs to the client or IFA any more than necessary.
QB Partners understand the importance of providing a high level of service to the professional advisers that we work with. The following are some of our key service standards:
- We aim to respond to telephone messages within 24 hours
- We aim to reply to email enquiries within 24 Hours
- We aim to produce a suitability report within 5 working days
Please see this link for terms and conditions of use of this site.