At PFP, we believe strong partnerships are built on trust, consistency, and shared success. That’s why our approach to account management and scheme administration is designed to be proactive, personal and completely hassle-free.
We work closely with you to help identify opportunities, enhance your service offering, and generate valuable income streams, while taking care of the day-to-day admin so you don’t have to.
What you can expect
Dedicated relationships
You’ll be supported by a dedicated account manager, who will work with you to get the most from your PFP products.
Proactive support
We’re here for you throughout the year to understand your goals, explore new opportunities, and ensure everything is running smoothly.
Experienced professionals
Our team brings years of expertise in tax and insurance, offering practical insight and guidance when you need it.
Admin-free experience
From sending letters at renewal, to managing invoices and payments, if you sign up to our Tax Services scheme, we handle all scheme administration, saving you time and resources.Let us do the hard work for you
Our team takes care of the details, so you can focus on your clients and your practice.
- Your account manager will oversee all PFP products and services, ensuring they deliver maximum value to your firm.
- Our marketing tool-kit will help promote your scheme effectively, driving client engagement and take-up.
- Our administrative support takes care of the logistics.
- We also offer a payment collection service, managing invoicing and payments on your behalf.
