Our Core Services
Suitability Report Writing
Switch & Recommendation Analysis
Switch & Recommendation Analysis
We create FCA-compliant suitability reports that reflect your advice accurately and professionally. Every report is tailored to your firm's tone and structured to clearly communicate complex recommendations — helping you deliver better outcomes, faster.
Switch & Recommendation Analysis
Switch & Recommendation Analysis
Switch & Recommendation Analysis
We analyse fund switches, platform changes, and product recommendations — providing clear, compliant analysis that supports your advice process. Our service ensures your recommendations are documented and delivered with clarity and confidence.
Complex Strategy Reporting
Switch & Recommendation Analysis
From layered financial plans to multi-product strategies, we bring clarity to complexity. Our reports simplify your advice into structured documentation that meets compliance standards and helps your clients understand their financial journey.
Review & Update Reports
Keep clients engaged and informed with structured review and update reports. We help streamline your ongoing advice process by providing clean, consistent documentation tailored to your format and workflow.
Cashflow & Forecasting Support
We produce clear, lifetime cashflow forecasts to support your financial planning advice. Whether using your existing software or spreadsheet-based tools, our reports help demonstrate future income strategies in an easy-to-follow format.
Adviser Growth Support
We support the growth of advice firms by helping connect them with individuals who are actively exploring financial planning options. Every introduction is carefully matched to ensure it aligns with the adviser’s service offering and client type — helping both parties move forward with confidence.
How We Work
Our Process: Simple, Seamless, Supportive
- Brief Received – You send the case info via email, portal, or shared folder.
- Research & Drafting – We review, research, and build the report to your tone and strategy.
- Review & Revise – You receive a first draft. We make any revisions needed.
- Final Submission – The completed report lands in your inbox, ready to go.
- Ongoing Support – For regular clients, we integrate into your process like in-house support.