Template Creation

Bespoke templates that reflect you and your clients.

The service

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.

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The Benefits

Templates can be time-consuming to create and maintain, but the benefits outweigh any challenge.

The brochure

Want to find out more?

We can work with you to tailor your report structure, ensuring that your templates are compliant and reflective of your advice journey.

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The options

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.

View Interactive sample

We can create bespoke packages and associated discounts depending on what templates you require, just get in touch to discuss your options.

  • Business protection
  • Corporate benefits
  • Drawdown
  • Protection
  • Corporate investments
  • New investments
  • Investment review and switch
  • New personal pension, SIPP or SSAS
  • Personal pension review & switch
  • Annual Suitability Review
  • Top ups
  • Fund or portfolio switch
  • Multi person, multi strategy report
  • Financial planning report
  • Occupational pension review
and many more…

We were struggling to find a one stop shop for our report writing needs and were looking for an affordable solution. The team at The Verve Group more than delivered. They managed the process from start to finish and very little work was needed from us. We saw an immediate impact with clients commenting on how nice and easy the reports were to understand. The team took the time to understand who we are as a company and how we like to serve our clients. They gave us a few amazing templates to choose from, and allowed us to tweak the chosen template to our liking.We wholeheartedly recommend The Verve Group’s template service to everyone we know.

KWL Wealth Management

Peter Watts

KWL Wealth Management

Let’s Talk

Want to know more about our template creation service and how it can work for you?

Get in touch to learn more and chat with our experts about how we can best support you and your firm.

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