Consultancy

Raising professional standards in special needs planning is not just a vital need, it’s a huge business opportunity.

We can work with you and your organisation on small or large-scale consultancy projects to enhance and develop your SEND Practice.

Special Needs Planning Consultancy Services

Enhance

  • Working with you to identify existing clients with SEND & long-term capacity needs
  • Improving processes & practices to meet Consumer Duty
  • Upskilling your teams to deliver outstanding service
  • Enhance referrals & solutions

Develop

  • Working with you to establish your own Special Needs Planning practice
  • Developing processes & practices to meet existing & new client needs
  • Upskilling your teams to be ready to deliver great service
  • Creating client-facing materials

Expert Guidance

  • Ad-hoc or concierge service and support for complex SEND cases
  • Hourly, daily or monthly retainer rates available
  • Public speaking, conferences, panels
  • Front of house or behind-the-scenes expert

Start your
SENDA journey

Get in touch to discuss your needs

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Unlock opportunities with your SEND client base

Foresight

Prevent foreseeable harm – a must do:

  • Know your client well
  • Tailor your solutions
  • Meet Duty of Care requirements

Commitment

Increase client commitment:

  • Trusts are key in Special Needs Planning and will increase client retention
  • Getting it right for the client = enhanced NPS

Protection

Protection sits at the heart of Special Needs Planning:

  • Understanding the nuances of SEND families’ protection requirements

Referrals

Increase referrals:

  • Special Needs Planning involves the wider family
  • Grandparents, aunts, uncles etc.
  • Opportunities for referrals and new clients

Engagement

Staff engagement & upskilling:

  • Purpose-driven and well-trained staff are more engaged and deliver better client service

Benefits of working with SENDA

  • We’ll give you access to our network of experts for SEND
  • We can give you a USP in a crowded wealth management market
  • We can unlock opportunities in your existing & new client base
  • We are the market leaders and the gold standard in special needs planning

Strengthen your special needs planning proposition

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