If you’re a Financial Adviser who would rather spend more time with your clients than writing reports or are simply too busy, you’ve come to the right place.

Just a little feedback from a client’s perspective on the points you raised regarding M. I initially emailed M on the points you needed clarification on and then spoke with him. M thought the points that you raised were valid and added excellent value to the overall position. It made M and his wife feel that the time being taken since our meeting had been well spent showing to them that all options are being considered. I thought I would pass this on as it’s always good to have client feedback.
Graeme W, IFA, Warwick

We offer a fully supportive and interactive paraplanning, compliance support and complaints-handling service to
our clients.

With high standards, a meticulous eye for detail and quick turnaround times, together with the knowledge that our team are up to date with the latest legislation and financial regulation, you can rest assured that CYA has got your back.

 

In taking the time to get to know you and your approach, each document we produce will be ready to hand over to your client as a finished article so you can get on with doing what you do best, giving great financial advice to your clients, safe in the knowledge that you’ve got professional support from a team with over 25 years of experience in the Financial Services industry.