Whilst we are experts in writing compliant Suitability Reports, our services encompass so much more so that you, the professional wealth adviser, will not only save time and costs, but also be able to create better relationships with your clients and increase your business levels.
Of course, we can take your instructions and write a Suitability Report for any scenario you have, whether it’s an ISA top up, protection, EIS, BPR or a DB pension transfer. If you want us to use your templates and style, that’s no problem. If you want us to create a unique template and style for you, then we’re ready to go! It’s not just about words and your branding – it’s about how you relate to your clients, the language you use, and your ethos – our highly qualified and experienced team of paraplanners can deal with any request and fit in with your regulatory expectations.
The best reports come from great communication with you, the adviser. We want to know how you speak to your clients, what your objectives are in getting your messages across, and of course everything there is to know about your clients, so we spend time learning about you and your business, so you can rest assured in the knowledge that we a working as if we are you.
It’s a bedrock of our services that we work around you, not the other way around. Every one of the advisers we work with has a different way of doing things, which we respect and support.
- Suitability reports
- Full Planning reports
- Annual Review processes and reports
- Due Diligence exercises
- Unique template creation or adapting to yours
- Collaboration with you to deliver the results you expect
- Create more time for you to spend with your clients
- Create more opportunities for new business
- Research and recommendation
- Highly qualified paraplanners, continually learning
- Adaptable – doing things how you want them done
- Cashflow planning
- Tax calculations
- From £38.50 – £62.70 per hour
Research & due diligence
Often, to find the most appropriate course of action for you and your client, detailed research will need to be undertaken. This might be a complete Due Diligence exercise for your choice of Platform Provider, CIP or DFM or simply recommending the most appropriate product and provider for your client’s needs.
Within our research services we can provide reporting for due diligence of DFMs, Platforms etc and we can work with you to create independence checking tools – but one which doesn’t take away the skill of the advisers.
- Existing plan research
- Product research
- Investment Research
- EIS VCT etc research
- DD DFM
- DD Platform
- DD Sipp
- DD CIP
- From £38.50 per hour
Struggling to work out the correct path or plan for a client? Cannot quite recall a piece of legislation or have queries on a tax calculation then call our technical team who will be on hand to take your call and provide that critical friend or second pair of eyes. We will happily assess and look over a case for you and if required provide a short snappy report on the position and options to help you make decisions.
The service is billed purely on a time basis and anything under15 minutes is free.
- First 15 mins free – £49.50 per hour thereafter