Bespoke Suitability Reports for every recommendation
With over 15 years of paraplanning experience, we’re adept at crafting clear and comprehensive Suitability Reports for every recommendation.
Either using your existing templates or ones we have crafted for you, we create bespoke Suitability Reports covering the spectrum of advice areas including, but not limited to, pensions and retirement planning, investment planning, personal and business protection, estate planning, and tax advantaged investments.
Our reports can be aligned with your firm's centralised investment and retirement propositions or developed through independent research to meet bespoke client needs. Our paraplanners work closely with you and take the time to understand how your firm works, from your investment philosophy and advice process to the nuances of your typical client base, so that every report feels like a natural extension of your own advice.
We have particular expertise in producing detailed yet high touch Suitability Reports for UHNW individuals with particularly complicated needs. These include investments in a range of tax efficient or tax advantaged wrappers, pensions with complicated benefit structures (SIPPs, SSASs and DB Schemes), or complex intergenerational wealth transfer strategies, including the use of Family Investment Companies. These are areas where our paraplanning expertise truly adds value.
We also regularly support advisers requiring layered or nuanced strategies – whether that's navigating LTA protections, integrating business exit strategies, or aligning complex investment structures with broader estate planning goals.
We’re used to dealing with multiple product wrappers, trust arrangements, and legacy planning considerations, and can help bring clarity and cohesion to even the most complex planning scenarios.
Where needed, we can incorporate trust planning, philanthropic giving strategies, or long-term cashflow forecasting to help ensure the advice is robust, forward-thinking, and tailored to the client’s specific objectives. We understand that the value of a report lies not only in compliance but in how well it helps the client understand and act on the advice they’ve received.
Whether you need ad-hoc report writing or ongoing paraplanning support for a growing financial advice business, we offer a reliable, responsive service that scales with your firm. We work with directly authorised firms, networks, and DFMs, and are comfortable with a wide range of centralised advice propositions, investment panels, and compliance frameworks.
Our focus is always the same: to deliver clear, compliant, and client-friendly reports that reflect your advice style, support your process, and enhance the overall client experience, no matter how complex the recommendation.
If you'd like to learn more about how we can support you with your Suitability Reports, we'd love to hear from you. Click below to get in touch.
