Frequently Asked Questions

Here are a few frequently asked questions. If you have any further questions then please do not hestiate to contact us and we’ll be happy to help. 

Q: What service can you provide?

A: The answer to this is whatever level of service you need. Anything from a full Paraplanning service where we make the recommendations and write your report, or just a report writing service.

Q: Who is responsible for the advice?

A: You are. We are merely here to assist and make your life easier and more profitable.

Q: What information do you need to provide a report?

A: Depending on the level of service you require (i.e. full recommendation service or pure report writing) we would usually need a completed fact find, policy information, attitude to investment risk.

Q: What is your turnaround time for reports?

A: If we have all information we need then reports can to provided within 5-7 working days. We also offer an additional express service for those reports which are needed more urgently.

Q: Can you incorporate company branding?

A: Yes we can. It is important that the reports reflect your own and your company’s style. We work with you to ensure that this is done. We have also worked with clients (on request) to ‘brand’ their reports by colouring headings and tables into company colours and where required designing a suitable layout for bespoke reports. We can of course incorporate your logo as required.

Q: What format will my reports take?

A: We will send you your report as a word document so that you are free to amend this as required.

Our Process is Simple

1. Lodge a tailoured easy to use work request with all relevant documents through our free Client Adviser Account or simply email us.

2. We will then review your work request and ask for additional information, clarification or provide suggested strategies where appropriate.

3. Within 3 to 7 business days one of our senior staff members will review the completed work and email you a word copy for your perusal.