- Business protection
- Corporate benefits
- Corporate investments
- New investments
- Investment review and switch
- New personal pension, SIPP or SSAS
- Personal pension review & switch
Bespoke, easy to use and up to date.
A solid suite of templates is key in ensuring advice is documented and consistent across your whole firm. However, building and maintaining a solid suite of templates can be a full-time job in itself. Each firm has its own preferences in report layout and style, as well as content depth (plus endless debates over just how much goes into appendices!) and so we have designed a service to provide you with beautiful, bespoke templates that reflect you, your ethos and your clients.Consider your options Get in touch
Templates can be time-consuming to create and maintain, but the benefits outweigh any challenge.
Reports that reflect you and your business.
As a client-facing document, it’s important that your templates are an extension of your brand. From how they look, right the way through to how they flow in structure and the language you use with clients.
Please your compliance and your clients.
We can work with your compliance team to get their approval and make sure everyone is happy with the content before it is signed off.
Ensure consistency from across your team.
Get the peace-of-mind you need, knowing that your advice team are working from the same foundations and house-style.
Sounds good, right?
We have a range of bundles, packages and individual reports available, so simply choose what templates you need below to get started. Each template is priced on a fixed fee basis, and we can also offer an update service to ensure they remain reflective of the current rules. Furthermore, we can provide a range of tailored inserts to provide standardised wording where relevant. You simply select as much or as little as you need from us.
You can view a sample of one of our interactive reports below.
We can create bespoke packages and associated discounts depending on what templates you require, just get in touch to discuss your options.
- Annual Suitability Review
- Top ups
- Fund or portfolio switch
- Multi person, multi strategy report
- Financial planning report
- Occupational pension review