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We provide suitability report writing services for financial advisers, supported by outsourced paraplanning, research and operational expertise to help firms deliver clear, compliant and consistent advice.
For firms looking for broader, end-to-end support, our outsourced paraplanning services provide a fully scalable solution across the entire advice process.
Our annual review service supports financial advisers with the end-to-end management of their client review process. From arranging meetings and gathering provider information to writing suitability reports, implementing recommendations and chasing completion, we take care of the detail so you can focus on your clients.
This is a fully flexible, bespoke service that can be tailored to your firm. Whether you need light-touch support or a fully outsourced solution, we work alongside your internal team to ensure your annual review process runs smoothly, consistently and efficiently.
We can also review your advice journey and identify opportunities to improve efficiency, consistency and client outcomes. Our annual review service is delivered on a monthly subscription basis, helping you spread the cost while maintaining a high standard of ongoing client service.
Annual Review Service
Our research and due diligence service supports financial advisers with the analysis and documentation needed to underpin robust, compliant advice. We help ensure your recommendations are backed by clear rationale, structured research and consistent processes aligned to Consumer Duty requirements.
We support advisers with fund research, product comparisons and due diligence across a wide range of solutions, including pensions, investments and more complex areas such as VCTs, EIS and Business Relief. Our approach ensures your advice is both technically sound and clearly evidenced.
We can create or enhance key documentation such as your Centralised Investment Proposition (CIP), Centralised Retirement Proposition (CRP), platform due diligence and bespoke portfolio or DFM research. Whether you need a full redesign or updates to existing material, we work alongside your team to ensure everything remains relevant, consistent and aligned to your strategy.
Research and Due Diligence Service
Our suitability report writing services support financial advisers with the production of high-quality, compliant reports.
with the production of high-quality, compliant reports. As part of our outsourced paraplanning support, we handle the research, analysis and report writing required to deliver clear, well-structured advice aligned to Consumer Duty requirements.
We combine technical expertise with a consistent, client-focused approach. Our suitability reports are clear, concise and tailored to each case, ensuring recommendations are fully evidenced while remaining easy for clients to understand.
Our suitability report writing services allow you to reduce internal workload, improve consistency and focus more time on your clients, while maintaining a high standard of documentation and compliance.
We also offer high-quality suitability report templates as a standalone solution, giving firms access to structured, Consumer Duty–aligned documentation where full outsourcing is not required.
Suitability Templates
Our back-office and operational support helps financial advisers improve efficiency, streamline processes and make better use of their systems. We support firms in reviewing and refining their workflows to ensure they are scalable, consistent and aligned with regulatory requirements.
We can help you select and implement the right back-office system for your firm, with experience across platforms such as Intelliflo and XPlan. From initial review through to migration and setup, we ensure a smooth transition with minimal disruption to your business.
Our approach is practical and impartial. We work across a range of systems and processes every day, allowing us to provide clear, unbiased recommendations based on what will work best for your firm and your advice process.
Our suitability report writing services are designed to support financial advisers with consistent, high-quality and compliant client documentation.
Back-Office Consulting Service
ISO/IEC 27001:2022 certified
UKAS-accredited information security management system
You can verify the validity of our ISO certificate via the UKAS register.
