Supporting Independent Financial Advisers across the UK
Investment Switch Transfer ReportsView More
Investment switch Suitability Report writing and performance/cost comparisons. Including ISAs, General Investment Accounts and Investment Bond surrenders.
Prices vary depending on the number of investments being switched. We can also perform Bond Surrender calculations at an additional cost.
New Pension / Investment ReportsView More
Suitability Report writing for new pensions and investment plans, such as Personal Pensions, Stakeholder Pensions, ISAs and General Investment Accounts.
Retirement ReportsView More
Retirement planning Suitability Report writing.
Reports can be based solely on personal pensions, or on the client's full portfolio, including their investments and Scheme/State Pensions. Every client and situation is different.
We can also help with income tax planning.
Protection Suitability ReportsView More
Protection policy Suitability Report writing. Including Mortgage Protection, Life Cover, Critical Illness Cover and Income Protection plans.
Price varies depending on the number of products involved.
Annual Review LettersView More
This service is ongoing, starting with designing a bespoke letter template with you, based on what you like to include within your annual review letters (unless you would like us to use an existing template), following with annual review letter writing for your clients.
Ad-hoc ServicesView More
Our report writing is on a fixed price basis but we can offer additional outsourced paraplanning services as deemed necessary.
Includes calculations and research, or if anything else is needed, just ask and we will provide you with a quote!