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.

Thank you very much for your help on this case, it was good to speak to you and hear why you recommend the changes you mentioned. I have to say that when you get the report it is a hard one to look at objectively with some of the points because we as advisers cannot always see them nor can we understand the why. Speaking to a human person who explains it calmly is a huge help to me certainly. Like it or not you know what the powers that be look for. They might be tricky and they might not understand what we have to go through in our role. So hearing it from someone your side helps.
Nick H, IFA, Cheltenham

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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.