Outsourced Suitability Report Writing for Financial Advisers
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Outsourced Suitability Report Writing for Financial Advisers
We believe in evidencing the complex world of investments, platforms, portfolios, capital accumulation and decumulation as simply as possible.
Our comprehensive research and due diligence process ensures you can evidence your advice processes and that these are aligned with your strategic decisions and Consumer Duty obligations.
Our outsourced suitability consulting and advice support team can create a new bespoke pack including a Centralised Investment Proposition, Centralised Retirement Proposition, Platform Due Diligence, and Bespoke Portfolio or DFM Due Diligence. Or we can assess and update your current ones.
The Firm needed our Central Investment Proposition updating, as it hadn’t been looked at for some time. Following market research we approached We Complement as they are specialists in this area. The process from beginning to end was very professional, straight forward and completed in a timely manner. Following an initial ‘fact finding’ meeting over the telephone, I sent over the required documentation, and from there We Complement created a new, up-to-date CIP for us. They showed an excellent understanding of our firm, how we work and what needed to be represented in our CIP. We will certainly be using their services to maintain an up-to-date CIP in the future and I would have no hesitation in recommending them to other firms looking to create a new / update their existing CIP.
Joseph Thorpe
Research and Due Diligence Service
We prioritise aligning our suitability report services and solutions with our partners’ unique needs and objectives.
Our comprehensive suitability report templates are the first step in this personalised approach. These templates are not just about ticking compliance boxes. They provide clear, concise, and comprehensive information that serves the client’s needs effectively. Each one is well-structured, adaptable, and consistent, covering all the crucial aspects while allowing room for customisation.
We also ensure that our suitability letters are client-friendly, avoid jargon, and always keep the client’s perspective in mind. For us, suitability reporting is about more than just evidencing the suitability of your advice. It’s about making the client’s experience central to the process.
Our team of experienced analysts supports your advice process behind the scenes—from in-depth research to the production of high-quality, compliant reports. This gives you more time to focus on what you do best: providing personalised advice and building long-lasting relationships with your clients.
Everyone I have dealt with at We Complement has been knowledgeable, efficient and professional. The quality of the work has been superb
John Smith
Suitability Templates
We understand that firms often seek a new back-office system to enhance efficiency, improve scalability, integrate better technology, maintain regulatory compliance, reduce costs, and enable stronger access to data and analysis. Each of these factors plays a vital role in the smooth running and long-term success of a firm.
Through extensive research, we’ve identified the top back-office systems used in financial services. As a result, we’re well-equipped to help you find the system that best suits your firm’s needs. Our comprehensive report provides detailed insights into the functions and capabilities of the platforms we recommend. We also offer full support with system migration to ensure a smooth and seamless transition.
What sets us apart is our impartiality. We work across a range of systems daily, and our experience allows us to make unbiased, practical recommendations based on your specific needs and goals.
We were lacking knowledge and experience within our administration team; Nicola was recruited to assist with training and implementing a ‘workflow’ for our CRM system. She has built a comprehensive system which tracks all of our business requirements, and her training and support has elevated the confidence and knowledge within the team, exactly what I wanted to achieve. I would definitely recommend Nicola and the team at We Complement, the knowledge and professionalism is exactly what any business requires.
Dawn Wood
Back-Office Consulting Service
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We Complement Limited registered in England & Wales under company number 13689379, ICO number ZB427271. Registered address: Old Brewery Business Centre, Castle Eden, Co. Durham, TS27 4SU.
